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Clay Kendall, CFA

Managing Director, Financial Advisor

479-845-6220clay@wealthpath.net

MEET Clay

Specializing in portfolio management and advising clients, Clay holds a Chartered Financial Analyst (CFA) designation. He graduated from the University of Arkansas with a degree in Accounting and is from the Northwest Arkansas area. He has worked in the investment industry since 2003 and is Series 7, 63 and 65 registered. Outside of work, Clay enjoys snow skiing, mountain biking, fishing, and camping with his family. He serves on the Rogers City Council and he is also on the board of the Rogers Cycling Festival, a non-profit that supports local bike programs.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Clay Kendall, CFA

Managing Director, Financial Advisor