Clay Miller is a financial professional at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As an investment Advisor Representative, Clay is qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement as well as life and long-term care insurance. He works closely with business owners, executive teams and their advisors to help realize their financial goals and implement strategies to help meet their distinctive needs.
He has over 13 years of experience helping small business owners and families make sound financial decisions based on trust and confidence. His goal is to help clients identify and accomplish their financial objectives, which generally include, protecting their families and/or business, accumulating assets for retirement, and assistance with transferring wealth to loved ones.
Education
- Bachelor of Business Administration- Management Information System
- Baylor University - 2001
Professional Registrations
- Group 1 - Life, Accident & Health Insurance Licensed
- Series 7
- Series 66
Memberships & Affiliations
- San Antonio Rodeo Calf Scramble Committee Member
- San Antonio Rodeo Life Member
- Dave Ramsey- SmartVestor
Professional Achievements
- $2 Million Club Award recipient, Waddell & Reed
- Superstarter Award recipient, Waddell & Reed
- Circle of Champion Meeting Qualifier, Waddell & Reed
Personal Data
Clay was born and raised in San Antonio. He currently resides in Encino Park with his wife, Anna, two daughters, Madison and Taylor, and two dogs, Harley and Sophie. Clay’s family owned an insurance agency specializing in property and casualty, which has immersed him in the insurance industry for most of his life. In his free time, he enjoys boating, hunting and restoring classic cars. He currently owns a 1966 Ford Mustang and a 1959 Triumph TR3 Roadster.