Clay Franklin is a Financial Advisor at the Investment Consulting Group and oversees the practice’s Nashville, TN, office.
Clay takes a holistic approach to financial planning. By comprehensively analyzing each client’s unique situation, he can not only align your asset allocation to your financial goals, but also account for factors beyond your investment accounts and create an all-encompassing financial plan that secures your financial future up to and through retirement — ultimately offering the ability to leave a legacy for following generations and charitable organizations.
An array of services accompany Clay’s holistic philosophy:
- Asset Allocation and Investment Management
- Retirement Accounts
- Employer-Sponsored Plans
- Health Savings Accounts
- Retirement Income Analysis
- Social Security Strategies
- Investment-Oriented Tax Optimization
- Wealth Transfer Strategies
Clay is a graduate of the University of Tennessee (BSBA, Finance). He holds Series 7, 24, and 66 registrations, as well as life and health insurance licenses.
Prior to joining the Investment Consulting Group, Clay accumulated a variety of experience, ranging from managing a 40-person team at a venture-backed, nanotechnology-enabled anticounterfeiting startup to working at a Tennessee-based wealth management firm. His experiences have afforded him an intimate understanding of private and public markets while expanding his perspective on capital markets from a micro and macro perspective.
Clay resides in Franklin, TN, with his girlfriend, Anna, and their 4-year-old beagle, Zoey. In their free time, they enjoy hiking, traveling, and spending time with family.