Clayton Millard

Forbes "Best-in-State Wealth Advisors" - Apr 2024 Named to the 2024 Forbes "Best-in-State Wealth Advisors" list Published on April 3, 2024. Rankings based on data as of June 30, 2023.**Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.

Forbes "Best-in-State Wealth Advisors" - Jan 2023 Named to the 2023 Forbes "Best-in-State Wealth Advisors" list, 2023 Published annually Jan - April. Rankings based on data as of June 30 of prior year.**Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.

Forbes "Best-in-State Wealth Management Teams" - Jan 2023 Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Millard Team team Published on January 12, 2023. Rankings based on data as of March 31, 2022.**2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm… Show more Named to the 2023 Forbes "Best-in-State Wealth Management Teams" list as a member of the Millard Team team Published on January 12, 2023. Rankings based on data as of March 31, 2022.**2023 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an Show less