Clayton Boone
Managing Director, Wealth Management and Practice Lead, Financial Solutions Group at World Investment Advisors
- Role
- Managing Director, Wealth Management and Practice Lead, Financial Solutions Group at World Investment Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Clayton Boone
Clayton lives in Austin with his wife, Kate, and their two young boys, Lincoln and Remington, and their Labradoodle, Dallas. You can often find them together at one of the many parks in Austin, or some other child activity. Occasionally, you can even find him and Kate on a date or enjoying a nice Happy Hour together.He is the Practice Lead for the Financial Solutions Group which is a team of Financial Advisors who provide unbiased education, financial planning, and investment advice for individual investors.The Financial Solutions Group also partners with top advisors within the World Investment Advisors network to deliver participant education and wealth management support to enhance the deliverables they are providing to their retirement plan clients and individual investor clients.Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, LLC.
Experience
Managing Director, Wealth Management and Practice Lead, Financial Solutions Group
Jul 2024 — Present · Austin, TX, US
The Financial Solutions Group is a team of Financial Advisors who provide unbiased education, financial planning, and investment advice for individual investors.We also partner with top advisors within the World Investment Advisors network to deliver participant education and wealth management support to enhance the deliverables they are providing to their retirement plan clients and individual investor clients.
Education
The University of Texas at Arlington
B.B.A.
Wharton Executive Education
Certified Investment Management Analyst
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