Kathy Clay

Kathy A. Clay, CRPC®
Vice President Financial Consultant Truist Investment Services, Inc.
The Mills Murphy Mitchel Group of Truist Investment Services, Inc.

150 W Main St

14th Floor,

Norfolk, VA 23510-1609

Kathy.clay@truist.com

Phone 757-624-5629

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About me

Background

Kathy is a Financial Consultant with Truist Investment Services, Inc. She offers clients more than 29 years of financial services, retirement planning, and investment management experience. Kathy has earned her Chartered Retirement Planning Counselor (CRPC) designation. She focuses on relationship management, goals-based planning and retirement plans for corporations and small businesses. She holds series 7, 63, 65 FINRA securities registrations and Life and Health insurance licenses.

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

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Recommended Resources

Market Navigator June 2026 edition

Our monthly Market Navigator provides regular and timely economic and investment strategy views.

AI and tech remain dominant themes, driving an earnings boom. Momentum is positive, though elevated expectations are a risk. The bull deserves the benefit of doubt.
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Market Navigator June 2026

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Market Pulse – June 1, 2026

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Market views heading into the week highlight what we're watching and important news ahead.

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Market Pulse – May 26, 2026

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Market Pulse – May 26, 2026
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