Clay Jarrell, CFP®

Principal, Wealth Advisor

Clay Jarrell

Principal, Wealth Advisor

Office Location:

Nashville

Clay Jarrell is a Wealth Advisor at Linscomb Wealth. A Kentucky native, he earned his degree in Finance, with minors in Mathematics and Economics, from the University of Kentucky, graduating with honors on a full academic scholarship. He began his career at Goldman Sachs in its Private Wealth Management practice and later expanded his expertise as a lead consultant at a top national tax consulting firm.

Clay advises clients on complex wealth management matters, developing tailored strategies focused on long-term growth, preservation, and tax efficiency. He joined Linscomb Wealth as a financial planner in the firm’s Houston headquarters and, after transitioning to an advisor, relocated to Nashville to lead the Tennessee office.

Outside the office, Clay is an active member of the Phoenix Club of Nashville, which supports underserved youth across Middle Tennessee through volunteer initiatives and grant writing, while also developing its members into community leaders. In his free time, he enjoys golf, snowboarding, fitness, live music and comedy, and hiking with his golden retriever, Archie.

 

Certifications
CERTIFIED FINANCIAL PLANNER® professional

Favorite Quote
“Wealth is the ability to fully experience life.” – Henry David Thoreau

Favorite Books
The Alchemist, The Psychology of Money

Favorite Music/Podcast
Music Genres: Primarily country and EDM, enjoys a wide variety of styles
Podcast: Acquired

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