Clay Perry

Clay Perry Email and Phone Number

Group Head | Managing Director | MAI Retirement @ MAI Capital Management, LLC
Clay Perry's Location
Ponte Vedra Beach, Florida, United States, United States
Clay Perry's Contact Details

Clay Perry personal email

n/a

Clay Perry phone numbers

About Clay Perry

Commanding the helm of MAI Retirement at MAI Capital Management, my focus is on fostering a national platform that excels in retirement program execution for our corporate clients. With deep expertise in corporate benefit strategies and financial research, we're committed to innovative solutions that meet diverse client needs.The transition from building my own firm from the ground up, West Point Business Group, to my current leadership role has honed my ability to strategize and deliver comprehensive retirement plans for complex organizations. Our team's dedication to excellence ensures that the retirement strategies we devise are both forward-thinking and finely tuned to the ever-evolving financial landscape.

Clay Perry's Current Company Details
MAI Capital Management, LLC

Mai Capital Management, Llc

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Group Head | Managing Director | MAI Retirement
Clay Perry Work Experience Details
  • Mai Capital Management, Llc
    Group Head | Managing Director | Mai Retirement
    Mai Capital Management, Llc Oct 2022 - Present
    Cleveland, Ohio, Us
  • Mai Capital Management, Llc
    Partner | Principal Securities Financial Advisor
    Mai Capital Management, Llc Jul 2007 - Sep 2022
    Cleveland, Ohio, Us
    Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., (800) 247-1737, Member SIPC. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Clay Perry, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative and Financial Advisor. West Point Business Group is not an affiliate of any company of the Principal Financial Group.AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.West Point Business group is not affiliated with Principal Securities Inc.
  • Principal Financial Group
    Financial Advisor
    Principal Financial Group Jul 2003 - Sep 2022
    Des Moines, Iowa, Us

Clay Perry Skills

401k Pension Plans Deferred Compensation Executive Benefit Strategies 403 B Sep Ira Simple Ira Asset Allocation Business Continuation Strategies Buy Sell Agreements Buy Sell Review Charitable Gift Planning Informal Business Valuation Salary Continuation Wealth Accumulation Series 6 Series 65 Series 63

Clay Perry Education Details

  • United States Military Academy At West Point
    United States Military Academy At West Point
    Management
  • University Of South Carolina
    University Of South Carolina
    Mba

Frequently Asked Questions about Clay Perry

What company does Clay Perry work for?

Clay Perry works for Mai Capital Management, Llc

What is Clay Perry's role at the current company?

Clay Perry's current role is Group Head | Managing Director | MAI Retirement.

What is Clay Perry's email address?

Clay Perry's email address is cl****@****ine.com

What is Clay Perry's direct phone number?

Clay Perry's direct phone number is +190428*****

What schools did Clay Perry attend?

Clay Perry attended United States Military Academy At West Point, University Of South Carolina.

What skills is Clay Perry known for?

Clay Perry has skills like 401k, Pension Plans, Deferred Compensation, Executive Benefit Strategies, 403 B, Sep Ira, Simple Ira, Asset Allocation, Business Continuation Strategies, Buy Sell Agreements, Buy Sell Review, Charitable Gift Planning.

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