Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa® Email and Phone Number

Co-Founder and CEO, Wealth Manager @ The Spirit of Adventure Council, Boy Scouts of America
woburn, massachusetts, united states
Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s Location
Waltham, Massachusetts, United States, United States
Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s Contact Details
About Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®

According to the Exit Planning Institute, 80% of most business owners’ net worth is tied up in their business and 70% of them have no idea what that business is worth. Successfully leading fellow business owners isn’t just a job: it’s a calling. When business owners seek clarity around business valuation and confidence that their hard work and personal goals are aligned, they seek out Dave Clayman. Many business owners experience frustration with the lack of coordination between their advisors and are often far too busy to handle things themselves. Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them. For some, it’s less time in the office and more time with family, for others it’s expanding their business into new ventures. Still others seek to reduce the stress of uncertainty. Whatever their particular freedom, each client knows that Dave will challenge and support them in realizing their life’s work consistent with their values. While most advisors are only focused on the numbers contained within a financial statement, Dave augments this focus to include envisioning what is necessary to fully realize a life of significance.When owners are fully engaged with Dave, they embody the Dolly Parton quote, "Never get so busy making a living that you forget to make a life."

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s Current Company Details
The Spirit of Adventure Council, Boy Scouts of America

The Spirit Of Adventure Council, Boy Scouts Of America

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Co-Founder and CEO, Wealth Manager
woburn, massachusetts, united states
Website:
scoutspirit.org
Employees:
8
Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa® Work Experience Details
  • The Spirit Of Adventure Council, Boy Scouts Of America
    President
    The Spirit Of Adventure Council, Boy Scouts Of America Jan 2022 - Present
    Boston, Massachusetts, United States
  • Vistage Worldwide, Inc.
    Member
    Vistage Worldwide, Inc. Jun 2016 - Present
    Greater Boston
    Proud member of CEO Group 4734
  • Twelve Points Wealth Management
    Co-Founder And Ceo, Wealth Manager
    Twelve Points Wealth Management Jun 2014 - Present
    Greater Boston Area
  • Boston Minuteman Council
    Eagle Scout
    Boston Minuteman Council Nov 1990 - Present
  • Morgan Stanley
    Senior Vice President, Financial Advisor
    Morgan Stanley Jan 2009 - May 2014
    David has 13 years of experience in the financial services industry, having spent his entire career with UBS and PaineWebber before joining Morgan Stanley Smith Barney in 2009. David is an Eagle Scout and still is involved with the Troop he grew up in, serving as a committee member of Troop 250 Waltham, MA. He is also a founding member of The Friends of Waltham Scouting and serves on the Executive Board of the Boston Minuteman Council.David lives in Watertown, MA and is an avid collector of Ford Mustangs. During his free time, he can usually be found watching Boston sports, especially his beloved New England Patriots.
  • Ubs Financial Services
    Sr. Vice-President Investments
    Ubs Financial Services 1997 - 2009

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa® Education Details

Frequently Asked Questions about Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®

What company does Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa® work for?

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa® works for The Spirit Of Adventure Council, Boy Scouts Of America

What is Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s role at the current company?

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s current role is Co-Founder and CEO, Wealth Manager.

What is Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s email address?

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s email address is da****@****lth.com

What is Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s direct phone number?

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s direct phone number is +197831*****

What schools did Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa® attend?

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa® attended St. Sebastian's, Bentley University, Our Lady's, University Of Massachusetts Amherst, Waltham Senior High School.

Who are Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s colleagues?

Dave Clayman, Cmt®, C(K)P®, Aif®, Cpwa®'s colleagues are Darrin Johnson, Francesca Arato, Jennifer Erickson, Steven Saragian, Victory Chinemerem.

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