Clayton Taylor is a Financial Advisor at Platinum Wealth Solutions of Texas, a financial services firm whose mission is to positively impact lives, lifestyles, and legacies. They are committed to a comprehensive financial planning process that begins with a thorough understanding of the client's goals and financial situation, then delivers customized solutions to help meet their needs.
As a Financial Advisor, Clayton is uniquely 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 Real Estate professionals, business owners, and high-net-worth individuals. Clayton can assist his clients develop strategies to meet their financial goals through his financial planning and investment advisory process. He is mindful that the investments work in conjunction with other investments that the client may have outside of the stock market.
As a D1 athlete, Clayton has devoted a vast amount of time to his passion for swimming which has taught him the consistency and discipline that has carried him into his career in the Financial Industry. As an avid outdoorsman, Clayton supports wildlife conservation organizations such as Ducks Unlimited. Clayton and his fiancé Gracie enjoy traveling and attending local concerts in the Texas Hill Country.
Education
- University of the Incarnate Word
- Major in Finance
- Minor in Accounting
Professional Registrations & Licenses
- FINRA Series 7
- FINRA Series 66
- Life, Accident, and Health Insurance
Value Statement
I am deeply committed to creating relationships built on trust and respect, by helping my clients in developing and navigating their personally tailored financial plan. By giving attention to detail in developing innovative solutions, I seek to deliver results to my clients that move them towards the realization of their dreams.
Personal Data
In his free time, Clayton engages in fitness, fishing, waterfowl conservation, and cheering on his favorite sports team, the San Antonio Spurs. Clayton is a member of the Community Bible Church in San Antonio.