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@edwardjones.com
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2 phones found area 225
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LinkedIn matched
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Clay Elliott, Cfp®, Awma®, Crpc®, Aams® is listed as Comprehensive Wealth Management & Financial Planning for Plant Workers, Business Owners, & High Net Worth Individuals at Oak Capital Private Wealth, based in Baton Rouge Metropolitan Area, United States, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 225, and a matched LinkedIn profile for Clay Elliott, Cfp®, Awma®, Crpc®, Aams®.
Clay Elliott, Cfp®, Awma®, Crpc®, Aams® previously worked as Founder at Oak Capital Private Wealth and Certified Financial Planner(tm) at Oak Capital Private Wealth. Clay Elliott, Cfp®, Awma®, Crpc®, Aams® holds Bachelor’S Degree, Marketing from Louisiana State University.
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AeroLeads found 1 current-domain work email signal for Clay Elliott, Cfp®, Awma®, Crpc®, Aams®. Compare company email patterns before reaching out.
Clay Elliott is Owner and Principal Financial Advisor at Oak Capital Private Wealth, a financial services firm based in Port Allen, LA, dedicated to providing local financial advice held to the highest standards. He provides comprehensive financial planning and educates his clients to develop robust wealth management strategies to help position them to reach their financial goals. He loves helping people become financially independent and enjoys seeing them live out their financial plan successfully. No matter what life stage you’re in, Oak Capital Private Wealth is here to help the Port Allen and Baton Rouge, LA, communities. We specialize in serving Exxon, Dow, and ShinTech plant workers who are approaching retirement. We also work with small business owners and their families across Louisiana. Our advisors listen and get to know you before building a comprehensive plan to help you reach your financial goals. Our responsive, reliable team acts in your best interests and is held to high fiduciary standards. Together, we help you make informed decisions about your financial future with comprehensive financial planning and robust wealth management strategies. To learn more, please contact us at (225) 416-7373 or visit https://oakcapitalpw.com/.--Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Private Wealth are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Management, Sales, Marketing, Event Planning, and 22 others.
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Port Allen, LA, US
At Oak Capital Private Wealth, we put our clients first. Our advisors listen and get to know you before building a comprehensive plan to help you reach your financial goals. We can help position you for success by offering a wide range of financial services: retirement planning, pension strategies, insurance, estate planning, and tax mitigation.
Baton Rouge, Louisiana, US
Baton Rouge, Louisiana, US
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Clay Elliott, Cfp®, Awma®, Crpc®, Aams® works for Oak Capital Private Wealth.
Clay Elliott, Cfp®, Awma®, Crpc®, Aams® is listed as Comprehensive Wealth Management & Financial Planning for Plant Workers, Business Owners, & High Net Worth Individuals at Oak Capital Private Wealth.
AeroLeads has found 1 work email signal at @edwardjones.com for Clay Elliott, Cfp®, Awma®, Crpc®, Aams® at Oak Capital Private Wealth.
AeroLeads has found 2 phone signal(s) with area code 225 for Clay Elliott, Cfp®, Awma®, Crpc®, Aams® at Oak Capital Private Wealth.
Clay Elliott, Cfp®, Awma®, Crpc®, Aams® is based in Baton Rouge Metropolitan Area, United States, United States while working with Oak Capital Private Wealth.
Clay Elliott, Cfp®, Awma®, Crpc®, Aams® has worked for Oak Capital Private Wealth, Edward Jones, Buddy'S Air Conditioning And Heating, Inc, State Of Louisiana, and Louisiana House Of Representatives.
You can use AeroLeads to view verified contact signals for Clay Elliott, Cfp®, Awma®, Crpc®, Aams® at Oak Capital Private Wealth, including work email, phone, and LinkedIn data when available.
Clay Elliott, Cfp®, Awma®, Crpc®, Aams® holds Bachelor’S Degree, Marketing from Louisiana State University.
Clay Elliott, Cfp®, Awma®, Crpc®, Aams® is listed with skills including Management, Sales, Marketing, Event Planning, Social Media, Customer Service, Microsoft Office, and Public Relations.
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