C. Clayton Perry, MBA, AIF®

C. Clayton Perry, MBA, AIF®

Partner

After graduating from the United States Military Academy at West Point, Clay Perry completed Flight School to become a Blackhawk helicopter pilot. While serving his country, he continued his education at the University of South Carolina where he received his Masters of Business Administration. Clay co-founded West Point Business Group to establish strategic relationships with financial institutions offering a wide range of services and solutions.

Clay’s mission as a financial advisor is to provide his clients with the most innovative solutions available to meet their goals. His integrity, creativity and drive have made him an industry leader. This is demonstrated by his status as a perennial qualifier for the Million Dollar Round Table* with multiple qualifications for the Court of the Table and the Top of the Table.

Clay was selected for the Financial Times Top 401 Retirement Plan Advisors**. Additionally, Clay was an honoree of Jacksonville Business Journal’s 40 Under 40 award and a Chairman of the Principal Financial Group Agents Advisory Council.

 

*A sales component was considered as part of the qualifications for this award.. The recognition is not representative of any financial performance, advice or returns.   

**Inclusion in this list is not indicative of the investment adviser's future performance, nor does it represent any client experience.  The advisers did not pay a fee to participate in the survey or be included in the list of top advisers.  While several factors were reviewed, not all factors were not given equal weighting for consideration to the list.  DC plan assets under management (AUM) made up 55% of the entire FT score on average.  About 30% of the score is based on the concentration of the adviser’s overall business in serving DC plans, combined with the growth in the adviser’s DC business.