Kathy Clay

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

948 Laskin Road

Virginia Beach, VA 23451

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., bringing more than 29 years of experience in financial services, retirement planning, and investment management. She is committed to helping clients develop personalized financial strategies through relationship-based service and comprehensive, goals-focused planning. Kathy has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation and specializes in retirement planning for individuals, corporations, and small businesses. Her knowledge includes investment management, retirement income planning, and employer-sponsored retirement plans.

She attended Eastern Kentucky University and holds FINRA Series 7, 63, and 65 registrations, as well as Life and Health insurance licenses. 

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

Personal Interests

Outside of her professional career, Kathy enjoys traveling with her husband and spending quality time with her grandchildren.

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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