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Clay Cochran, Private Wealth Advisor serving the Birmingham, AL area - Ameriprise Advisors

Clay Cochran

CFP®, ChFC®, MBA, CFS®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
MavenCross Wealth Advisors
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7 License - General Securities Representative
  • FINRA Series 63 License - Uniform Securities Agent State Law
  • FINRA Series 66 License - Uniform Combined State Law
  • Life, Accident, and Health Insurance License

Education

  • M.B.A. - The University of Alabama at Birmingham (Birmingham, AL)
  • B.S. Commerce & Business Administration - The University of Alabama (Tuscaloosa, AL)

Awards & recognition

  • MavenCross Wealth Advisors, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Financial Planning Analyst, Jeff Roberts & Associates (Birmingham, AL), 2014-2015
  • Discount Brokerage Representative, BBVA Securities (Birmingham, AL), 2013-2014
  • Investment Systems Coordinator, BBVA Compass Investment Solutions, Inc. (Birmingham, AL), 2011-2013

Community participation

  • Wake the World Alabama
  • Leadership Vestavia Hills Class of 2023
  • Asbury United Methodist Church, Finance Committee and Usher

Interests

  • I love spending time with my wife (Melissa) and our three sons.
  • I enjoy competing in triathlons (Sprint and Olympic distances) and road races (5K to half marathons).
  • I am an avid deer and quail hunter.
  • My favorite vacation spots are Lake Martin, AL and Panama City Beach, FL.
  • In the fall, my Saturdays are usually spent watching college football and cheering on the Alabama Crimson Tide... Roll Tide!