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Clifton E. Clark
Wealth Advisor Truist Bank

300 Summers St

Suite 300,

Charleston, WV 25301-0001

About me

Background

I am a Wealth Advisor offering 15 years of financial services, retirement planning, and investment management experience. I came to the financial services industry with a desire to help people, seeking to provide my clients peace of mind with their personal and financial pictures. Knowing the needs of my own elderly family members, I want to make sure that my clients have an expert advocate looking out for their and their families’ best interests with custom financial solutions and service.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

J.D.
West Virginia University College of Law 2005
M.B.A.
West Virginia University College of Business and Economics 2005
B.A. Economics
University of Virginia 2002

Personal Interests

I am actively involved in his community, currently serving as the president of the Mountaineer Montessori School, the vice president of the East End Community Association, the treasurer of the Taste of All Charleston (a committee of FestivALL), and a board member of the Boy Scouts of America, Buckskin Council.

I live in Charleston, WV, with my wife, Katie, and children Eliza and Jay. When not working or serving my community, I like spending time with my family, traveling West Virginia and beyond, playing and coaching sports, and investing in Charleston area businesses.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Generation Next: 40 Under 40
West Virginia State Journal 2017
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