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Our financial advice team


Clay Cochran

Clay Cochran

CFP®, ChFC®, MBA, CFS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
MavenCross Wealth Advisors
10
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.

Areas of focus

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

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 and Panama City Beach, FL.
  • In the fall, my Saturdays are generally spent watching college football and cheering on the Alabama Crimson Tide.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • MBA Master of Business Administration
  • CFS® Certified Fund Specialist
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 / Series 63 / Series 66
  • Life and Health Insurance License

Education

  • Master of Business Administration - The University of Alabama at Birmingham
  • Bachelor of Science, Commerce & Business Administration - The University of Alabama

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 (Smith Lake, AL)
  • Asbury United Methodist Church, Finance Committee
  • Asbury United Methodist Church, Usher