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Clay Zachry

Clay Zachry

Senior Financial Advisor

Followers of Clay Zachry441 followers
location of Clay ZachryTorrance, California, United States

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  • Timeline

  • About me

    Vice President / Partner at EP Wealth Advisors

  • Education

    • Lake Highlands High School

      -

    • Baylor University - Hankamer School of Business

      1995 - 1999
      BBA

  • Experience

    • Merrill Lynch

      Jan 2000 - Jul 2009
      Senior Financial Advisor

    • Harris Financial Advisors, Inc.

      Jul 2009 - Oct 2020
      Personal Wealth Advisor

      Personal Wealth Advisor for Harris Financial Advisors, Inc., a fee-based wealth management firm in Torrance, California. Since 1992, Harris Financial has empowered clients with financial knowledge to make informed, intelligent choices. The team addresses every aspect of a client’s unique situation, from the development of a customized investment portfolio and retirement analysis, through the evaluation of tax, estate and insurance strategies.

    • EP Wealth Advisors

      Nov 2020 - now
      Vice President / Partner

  • Licenses & Certifications

    • Certified Financial Planner

      Certified Financial Planner Board of Standards
      Mar 2009