Clay Crosby

Clay Crosby, CFP® is a seasoned finance professional currently serving as a Planning Consultant at Fidelity Investments, where responsibilities also include roles as a Relationship Manager and Financial Representative since July 2022. Prior experience includes a Private Wealth Management Internship at Rockefeller Capital Management and a Financial Analyst position at UnitedHealth Group, where significant contributions involved designing dashboards and analyzing data trends. Additional internships include roles at HB Construction and RBC Wealth Management, focusing on payroll organization and financial planning strategies, respectively. Clay Crosby holds a Bachelor of Science degree in Finance and Economics from Trinity University, obtained in 2021.