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

Senior Vice President, Senior Wealth Manager at Lido Advisors, LLC
Location: Scottsdale, Arizona, United States 4 work roles 1 school
1 work email found @arkfinancial.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@arkfinancial.com
LinkedIn Profile matched
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Current company
Lido Advisors, LLC
Role
Senior Vice President, Senior Wealth Manager
Location
Scottsdale, Arizona, United States
Company size
71 employees

Who is Clay Westover, Cfp®? Overview

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Quick answer

Clay Westover, Cfp® is listed as Senior Vice President, Senior Wealth Manager at Lido Advisors, LLC, a company with 71 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at arkfinancial.com and a matched LinkedIn profile for Clay Westover, Cfp®.

Clay Westover, Cfp® previously worked as Lead Advisor at Dew Wealth Management and Associate Advisor at Ark Financial. Clay Westover, Cfp® holds Bachelor Of Science, Personal Financial Planning from Texas Tech University.

Company email context

Email format at Lido Advisors, LLC

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{first}@arkfinancial.com
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AeroLeads found 1 current-domain work email signal for Clay Westover, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Clay Westover, Cfp®

Fiduciary, Fee-Only financial advice.Outside of the office you can find me golfing, in a hot yoga class, or finding a new restaurant. You can never have too many friends- feel free to connect with me.

Listed skills include Public Speaking, Finance, Customer Service, Teamwork, and 3 others.

Current workplace

Clay Westover, Cfp®'s current company

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

Lido Advisors, LLC
Lido Advisors, Llc
Senior Vice President, Senior Wealth Manager
los angeles, california, united states
Website
lidoadvisors.com
Employees
71
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Company profile
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4 roles

Clay Westover, Cfp® work experience

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

Senior Vice President, Senior Wealth Manager

Current
Lido Advisors, Llc

Scottsdale, Arizona, United States

I help clients reach their financial goals

Nov 2023 - Present

Lead Advisor

Dew Wealth Management

Scottsdale, Arizona, United States

I help busy entrepreneurs with tax, legal, insurance, and investment planning-then coordinate with their other team members to make sure the advice we bring actually gets implemented.

Jun 2020 - Jan 2023

Associate Advisor

Ark Financial

Austin, Texas Area

Ark functions as a "personal CFO" to high powered entrepreneurs and their families. We can help reduce or defer your tax liability, offer guidance on private equity or real estate deals and general asset allocation, or coordinate with your current financial team to reduce your stress and time commitments.Tracking and growing your business can be stressful.

Apr 2019 - May 2020

Petty Officer Second Class

Us Navy

Sasebo, Japan

Team Leader. Fabricator. Coach. General Mr. Fix-it.Maintained 100% operational readiness on multi-milion dollar craft forward deployed, often with less than ideal working conditions and materials.

Aug 2010 - Aug 2014
Team & coworkers

Colleagues at Lido Advisors, LLC

Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →

OC Ola Cog Ola Cog Colleague at Lido Advisors, LlcSardinia, Italy, Italy View → EE Eriks Esrakstu Eriks Esrakstu Colleague at Lido Advisors, LlcLatvia, Latvia View → FC Frédéric Chav Frédéric Chav Colleague at Lido Advisors, LlcGreater Paris Metropolitan Region, France View → BL Biuro Lido Biuro Lido Colleague at Lido Advisors, LlcPoznań, Wielkopolskie, Poland, Poland View → JK Jeffrey Kaufmann Jeffrey Kaufmann Colleague at Lido Advisors, LlcJupiter, Florida, United States, United States View → DT Derek Tam, Cfp Derek Tam, Cfp Colleague at Lido Advisors, LlcUnited States, United States View → LO Luis Oswaldo Luis Oswaldo Colleague at Lido Advisors, LlcMadeira Island, Portugal, Portugal View → JB Jane Birdin Jane Birdin Colleague at Lido Advisors, LlcLatvia, Latvia View → MC Maman Chris Piquand Maman Chris Piquand Colleague at Lido Advisors, LlcBourgogne-Franche-Comté, France, France View → JS Jess Stine, Sphr Jess Stine, Sphr Colleague at Lido Advisors, LlcDenver Metropolitan Area, United States View →
1 education record

Clay Westover, Cfp® education

FAQ

Frequently asked questions about Clay Westover, Cfp®

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

What company does Clay Westover, Cfp® work for?

Clay Westover, Cfp® works for Lido Advisors, LLC.

What is Clay Westover, Cfp®'s role at Lido Advisors, LLC?

Clay Westover, Cfp® is listed as Senior Vice President, Senior Wealth Manager at Lido Advisors, LLC.

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

AeroLeads has found 1 work email signal at @arkfinancial.com for Clay Westover, Cfp® at Lido Advisors, LLC.

Where is Clay Westover, Cfp® based?

Clay Westover, Cfp® is based in Scottsdale, Arizona, United States while working with Lido Advisors, LLC.

What companies has Clay Westover, Cfp® worked for?

Clay Westover, Cfp® has worked for Lido Advisors, Llc, Dew Wealth Management, Ark Financial, and Us Navy.

Who are Clay Westover, Cfp®'s colleagues at Lido Advisors, LLC?

Clay Westover, Cfp®'s colleagues at Lido Advisors, LLC include Ola Cog, Eriks Esrakstu, Frédéric Chav, Biuro Lido, and Jeffrey Kaufmann.

How can I contact Clay Westover, Cfp®?

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

What schools did Clay Westover, Cfp® attend?

Clay Westover, Cfp® holds Bachelor Of Science, Personal Financial Planning from Texas Tech University.

What skills is Clay Westover, Cfp® known for?

Clay Westover, Cfp® is listed with skills including Public Speaking, Finance, Customer Service, Teamwork, Sales, Microsoft Office, and Financial Services.

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