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Clayton B. Ulman, CFP®

Clayton B. Ulman, CFP®

Vice President

Clay Ulman has been a credentialed member of the financial services community since 2003. While attending Goucher College in Towson, MD, where he studied Economics and Business Management, Clay worked part time with his father, Jim, helping him to cultivate his financial services practice. After graduating in 2003, Clay joined his father full time and earned the FINRA Series 7 and 66 registrations* (currently held through LPL Financial) within several months.  Clay has since become a specialist in personal financial planning and asset allocation strategies. Having received the CERTIFIED FINANCIAL PLANNERTM certification, Clay is committed to providing objective advice regarding saving and investing, risk management and wealth transfer strategies.

Clay currently lives in Towson with his wife, Kathryn, whom he met while at Goucher College and who also works in the financial services industry, and their two children.