Clark Troy
Financial Planner at Red Reef Advisors, LLC
- Role
- Financial Planner at Red Reef Advisors, Llc
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Clark Troy
We work closely with individuals, families, and businesses to help them define and reach well-considered financial goals over time, while sleeping soundly each night-Advice for Contacting 2016 Red Reef Advisors LLC, RRA (an RIA), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. RRA will not accept purchase or sale orders via LinkedIn or its messaging systems. RRA is not responsible for content posted by third-parties. RRA does not provide tax or legal service – please consult a tax advisor. Any investments mentioned may not be suitable for all investors. Red Reef Advisors LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. For more information on any of the content listed above, go to RedReefAdvisors.com, or call your Red Reef Advisors financial advisor
Experience
Financial Planner
Jun 2016 — Present · Raleigh-Durham, NC, US
Working closely with the rest of the Red Reef Advisors team, I act as a financial general practitioner for my clients, helping them simplify their financial lives by finding the right solutions to their individual financial concerns, including college and retirement planning, investments, risk management, estate planning, tax planning, budgeting and cash flow management, and whatever else seems pertinent to help them sleep at night and enjoy life.Series 65CFP®
Education
Columbia University
PhD, Russian Literature
1991 — 1999
Yale University
BA, Russian and East European Studies
1984 — 1988
Chapel Hill High School
Valedictorian
1982 — 1984
Skills
- Financial Services
- Start-Ups
- Consulting
- Business Analysis
- Finance
- Program Management
- Strategy
- Project Management
- Strategic Planning
- Financial Planning
- Management
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