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Daniel Clay, Cfp® Email & Phone Number
Wealth Manager
at
CoWealth Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Manager
Location
Peachtree City, Georgia, United States
Who is Daniel Clay, Cfp®? Overview
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Quick answer
Daniel Clay, Cfp® is listed as Wealth Manager at CoWealth Advisors, based in Peachtree City, Georgia, United States. AeroLeads shows a matched LinkedIn profile for Daniel Clay, Cfp®.
Daniel Clay, Cfp® previously worked as Financial Services Advisor at Raymond James and Financial Advisor at Edward Jones. Daniel Clay, Cfp® holds Bachelor Of Business Administration, Finance from Valdosta State University.
Company email context
Email format at CoWealth Advisors
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CoWealth Advisors
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Profile bio
About Daniel Clay, Cfp®
Daniel Clay, Cfp® is a Wealth Manager at CoWealth Advisors.
Current workplace
Daniel Clay, Cfp®'s current company
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9 roles
Daniel Clay, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Services Advisor
Current
Aug 2024 - Present
Financial Advisor
Edward Jones
Help clients reach their long-term financial goals whether its preparing for or living in retirement, saving for college or on taxes, or growing, protecting, and transferring wealth.
Jun 2013 - Aug 2024
Associate
Edward Jones
Jan 2013 - Jun 2013
Marketing Account Manager
Elead1One
Account Managment, Marketing Analysis, Marketing Consultation, Inside Sales
Jul 2008 - Jan 2013
Assistant, Party
Inflatable, Inc
Cashier, Customer Conflict Resolution, setup of units, ride operator
Apr 2007 - May 2012
Line Server And Cook
Sodexho
Food Preperation, Order taking, food delivery
Jan 2008 - May 2008
Line Server And Cook
Sodexho
Sep 2006 - May 2007
Computer Tech Temp
Installed computers in schools. Installed wiring for internet.
Jun 2006 - Aug 2006
1 education record
Daniel Clay, Cfp® education
-
Valdosta State University
FAQ
Frequently asked questions about Daniel Clay, Cfp®
Quick answers generated from the profile data available on this page.
What company does Daniel Clay, Cfp® work for?
Daniel Clay, Cfp® works for CoWealth Advisors.
What is Daniel Clay, Cfp®'s role at CoWealth Advisors?
Daniel Clay, Cfp® is listed as Wealth Manager at CoWealth Advisors.
Where is Daniel Clay, Cfp® based?
Daniel Clay, Cfp® is based in Peachtree City, Georgia, United States while working with CoWealth Advisors.
What companies has Daniel Clay, Cfp® worked for?
Daniel Clay, Cfp® has worked for Cowealth Advisors, Raymond James, Edward Jones, Elead1One, and Inflatable, Inc.
How can I contact Daniel Clay, Cfp®?
You can use AeroLeads to view verified contact signals for Daniel Clay, Cfp® at CoWealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Clay, Cfp® attend?
Daniel Clay, Cfp® holds Bachelor Of Business Administration, Finance from Valdosta State University.
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