Group Head | Managing Director | Mai Retirement
Current
Oct 2022 - Present
AeroLeads people directory · profile
Clay Perry Email & Phone Number
Group Head | Managing Director | MAI Retirement
at
MAI Capital Management, LLC
1 work email found
@wpbgonline.com
2 phones found area 904
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Group Head | Managing Director | MAI Retirement
Location
Ponte Vedra Beach, Florida, United States
Who is Clay Perry? Overview
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Quick answer
Clay Perry is listed as Group Head | Managing Director | MAI Retirement at MAI Capital Management, LLC, based in Ponte Vedra Beach, Florida, United States. AeroLeads shows a work email signal at wpbgonline.com, phone signal with area code 904, and a matched LinkedIn profile for Clay Perry.
Clay Perry previously worked as Partner | Principal Securities Financial Advisor at Mai Capital Management, Llc and Financial Advisor at Principal Financial Group. Clay Perry holds B.S., Management from United States Military Academy At West Point.
Company email context
Email format at MAI Capital Management, LLC
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{first}@wpbgonline.com
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AeroLeads found 1 current-domain work email signal for Clay Perry. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include 401K, Pension Plans, Deferred Compensation, Executive Benefit Strategies, and 14 others.
Current workplace
Clay Perry's current company
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3 roles
Clay Perry work experience
A career timeline built from the work history available for this profile.
Partner | Principal Securities Financial Advisor
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.
Jul 2007 - Sep 2022
Financial Advisor
Jul 2003 - Sep 2022
2 education records
Clay Perry education
B.S., Management
United States Military Academy At West Point
Mba
University Of South Carolina
FAQ
Frequently asked questions about Clay Perry
Quick answers generated from the profile data available on this page.
What company does Clay Perry work for?
Clay Perry works for MAI Capital Management, LLC.
What is Clay Perry's role at MAI Capital Management, LLC?
Clay Perry is listed as Group Head | Managing Director | MAI Retirement at MAI Capital Management, LLC.
What is Clay Perry's email address?
AeroLeads has found 1 work email signal at @wpbgonline.com for Clay Perry at MAI Capital Management, LLC.
What is Clay Perry's phone number?
AeroLeads has found 2 phone signal(s) with area code 904 for Clay Perry at MAI Capital Management, LLC.
Where is Clay Perry based?
Clay Perry is based in Ponte Vedra Beach, Florida, United States while working with MAI Capital Management, LLC.
What companies has Clay Perry worked for?
Clay Perry has worked for Mai Capital Management, Llc and Principal Financial Group.
How can I contact Clay Perry?
You can use AeroLeads to view verified contact signals for Clay Perry at MAI Capital Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Clay Perry attend?
Clay Perry holds B.S., Management from United States Military Academy At West Point.
What skills is Clay Perry known for?
Clay Perry is listed with skills including 401K, Pension Plans, Deferred Compensation, Executive Benefit Strategies, 403 B, Sep Ira, Simple Ira, and Asset Allocation.
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