Clay Young

Background

About Clay Young

My goal for my clients is to make their lives easy and help them live the life they desire. We seek to maximize our clients time & assets through a structured process, aligning their family goals with a long term financial strategy. Providing services that include tax-efficient general investing, retirement planning, managing stock compensation, and insurance planning. Our clients also have access to dedicated banking and lending specialists through Bank of America. Based in Dallas, TX, my team operates as a satellite office of the Private Executive Services (PES) team in New York City. We serve clients all over the United States, and I split most of my time between Dallas and Kansas City. Originally from Lansing, KS, I am a proud alum of the University of Kansas and the Men's Basketball program. I currently reside with my wife in Uptown Dallas, we enjoy spending time outdoors and trying new restaurants.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.