Matthew Clay
Matthew Clay Managing Director, JRWA
"Continuous improvement is better than delayed perfection." - Mark Twain
Advisors

Matthew Clay Managing Director, JRWA
Registered Representative

Matt has over 20 years of experience in the investment industry providing investment advice, consulting and asset management services to a variety of client types.

As a former lead portfolio manager and primary client executive with many large multi-billion dollar institutional investors at Russell Investments, Matt has substantial experience in managing stock, bond, currency and derivative portfolios. His previous work experience includes Clearwater Analytics, Mutual of New York, Fidelity Investments and Zions Investment Securities. He joined Raymond James in October 2016.

“My primary objective is to be a trusted partner in helping my clients understand, develop and manage strategies to accomplish their life goals,” Matt says. “I intend to do this with a particular interest in how continual planning for their financial lives directly relates to accomplishing these goals.”

Matt is currently working toward completion of the Chartered Financial Analyst (CFA) designation and is also currently enrolled in CERTIFIED FINANCIAL PLANNER™ certification preparatory coursework.

Matt graduated cum laude with a bachelor’s degree in finance from the University of Utah, Salt Lake City, in 1996, and a Master of Business Administration degree in investment finance from the University of Washington in Seattle, where he graduated as MBA Student of the Year.

As a volunteer with his church, Matt works with young men ages 12 to 18 years old. He is also a volunteer with the Boy Scouts of America.

Matt is a good organizer and is currently vice president of his homeowner’s association. He is an avid soccer fan, as an observer and a player, and also enjoys playing golf and most outdoor activities. To unwind, Matt plays the piano.

Originally from Seattle, Matt currently lives in Gilbert, Arizona, with his wife, Stephanie and their three children.

Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

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