Clay Acer, Cfp®
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Clay Acer, Cfp® Email & Phone Number

Wealth Manager at Everhart Advisors
Location: Columbus, Ohio Metropolitan Area, United States 5 work roles 1 school
1 work email found @mindspring.com 1 phone found area 614 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email c****@mindspring.com
Direct phone (614) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Everhart Advisors
Role
Wealth Manager
Location
Columbus, Ohio Metropolitan Area, United States
Company size
55 employees

Who is Clay Acer, Cfp®? Overview

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Quick answer

Clay Acer, Cfp® is listed as Wealth Manager at Everhart Advisors, a with 55 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a work email signal at mindspring.com, phone signal with area code 614, and a matched LinkedIn profile for Clay Acer, Cfp®.

Clay Acer, Cfp® previously worked as Financial Advisor at Trinity Financial Advisors Llc and Assistant Executive Director at Wallick Communities. Clay Acer, Cfp® holds Bsba Business Finance, Finance, General from The Ohio State University - The Max M. Fisher College Of Business.

Company email context

Email format at Everhart Advisors

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*@mindspring.com
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AeroLeads found 1 current-domain work email signal for Clay Acer, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Clay Acer, Cfp®

Strength Finders Top Five:DeveloperWooPositivityAchieverIncluderFrom my work experience I have learned how to effectively communicate with others, respect others opinions that may be different and build strong relationships. I enjoy building relationships with others in all walks of life and engaging in their story, learning more about them as I openly communicate my own life. I am a quick learner and able to adapt to changes with ease. I enjoy learning new skills, teaching others and asking how I can continue to improve and grow personally and professionally. I am most engaged with work when I am able to work closely with others, building a team and developing others in their career.

Listed skills include Microsoft Office, Microsoft Excel, Powerpoint, Event Planning, and 16 others.

Current workplace

Clay Acer, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Everhart Advisors
Everhart Advisors
Wealth Manager
Columbus, OH, US
Website
everhartadvisors.com
Employees
55
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Company profile
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5 roles

Clay Acer, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Trinity Financial Advisors Llc

Columbus, Ohio, United States

- Subject Matter Expert and Operational assistance with client investment and management software: eMoney, Tamarac, Addepar, Canoe and Excel- Planning support for client needs- Prepare and review business and investment reports in Morningstar & Addepar- Analyze and organize client data across tech stack- Rebalance client accounts using Advisor Rebalancing by Tamarac

Oct 2017 - Present

Assistant Executive Director

Wallick Communities

Columbus, Ohio Area

Assisted specific needs across the company in various managerial roles. Traveled to all five senior housing communities to support their managerial staff by training, equipping, and assisting their needs as the new communities leased up. Tasked with becoming the subject matter expert for the newly updated business system and then traveled to train managers and associates. Various ad hoc reporting in Excel and the business software to help Senior Living Management with business decisions. Created and analyzed financial reporting for the Executive Team to assist with investor communication about Senior Living.

Jan 2016 - Sep 2017

Advisor Fp&A - Eit Finance

Cardinal Health

Dublin, Oh

Served as a finance business partner to the EIT shared services leadership team to develop forecasts and budgets. Oversaw month end process and prepared monthly financial reporting. Provided financial support and analysis of operating expenses; helped identify risks and opportunities. Explained variances in budget and made recommendations based on analysis. Progressed in various finance roles within Cardinal to support business needs. Gained data analysis, negotiation, and customer service skill sets in previous roles.

Nov 2012 - Dec 2015

Campus Minister For Fraternities

Campus Crusade For Christ

Columbus, Oh

Developed and maintained a committed donor base of over 150 people to meet budget goals;Mentored 6-8 Greek student leaders in one-on-one weekly meetings;Co-Led an international trip for 24 university students by planning programs and teachings;Facilitated and led a training seminar for over 25 students

Sep 2010 - Aug 2012
Team & coworkers

Colleagues at Everhart Advisors

Other employees you can reach at everhartadvisors.com. View company contacts for 55 employees →

SM Steve Murlin Steve Murlin Colleague at Everhart AdvisorsDublin, Ohio, United States View → PP Philip Parker, Cfp® Philip Parker, Cfp® Colleague at Everhart AdvisorsDublin, Ohio, United States View → AM Aubree Moss Aubree Moss Colleague at Everhart AdvisorsColumbus, Ohio Metropolitan Area, United States View → KW Katelyn Weaver Katelyn Weaver Colleague at Everhart AdvisorsDublin, Ohio, United States View → RS Rainer Schertel, Qka®, Aif®, Cpfa™ Rainer Schertel, Qka®, Aif®, Cpfa™ Colleague at Everhart AdvisorsColumbus, Ohio Metropolitan Area, United States View → BM Becky Mcmillen Becky Mcmillen Colleague at Everhart AdvisorsHilliard, Ohio, United States View → RC Rebekah Curran Rebekah Curran Colleague at Everhart AdvisorsColumbus, Ohio, United States View → LP Logan Pearlman Logan Pearlman Colleague at Everhart AdvisorsFort Myers, Florida, United States View → MR Melody Roop Melody Roop Colleague at Everhart AdvisorsDublin, Ohio, United States View → HS Hunter Shepherd Hunter Shepherd Colleague at Everhart AdvisorsColumbus, Ohio, United States View →
1 education record

Clay Acer, Cfp® education

FAQ

Frequently asked questions about Clay Acer, Cfp®

Quick answers generated from the profile data available on this page.

What company does Clay Acer, Cfp® work for?

Clay Acer, Cfp® works for Everhart Advisors.

What is Clay Acer, Cfp®'s role at Everhart Advisors?

Clay Acer, Cfp® is listed as Wealth Manager at Everhart Advisors.

What is Clay Acer, Cfp®'s email address?

AeroLeads has found 1 work email signal at @mindspring.com for Clay Acer, Cfp® at Everhart Advisors.

What is Clay Acer, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 614 for Clay Acer, Cfp® at Everhart Advisors.

Where is Clay Acer, Cfp® based?

Clay Acer, Cfp® is based in Columbus, Ohio Metropolitan Area, United States while working with Everhart Advisors.

What companies has Clay Acer, Cfp® worked for?

Clay Acer, Cfp® has worked for Everhart Advisors, Trinity Financial Advisors Llc, Wallick Communities, Cardinal Health, and Campus Crusade For Christ.

Who are Clay Acer, Cfp®'s colleagues at Everhart Advisors?

Clay Acer, Cfp®'s colleagues at Everhart Advisors include Steve Murlin, Philip Parker, Cfp®, Aubree Moss, Katelyn Weaver, and Rainer Schertel, Qka®, Aif®, Cpfa™.

How can I contact Clay Acer, Cfp®?

You can use AeroLeads to view verified contact signals for Clay Acer, Cfp® at Everhart Advisors, including work email, phone, and LinkedIn data when available.

What schools did Clay Acer, Cfp® attend?

Clay Acer, Cfp® holds Bsba Business Finance, Finance, General from The Ohio State University - The Max M. Fisher College Of Business.

What skills is Clay Acer, Cfp® known for?

Clay Acer, Cfp® is listed with skills including Microsoft Office, Microsoft Excel, Powerpoint, Event Planning, Microsoft Word, Customer Service, Accounting, and Public Speaking.

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