Clayton Carter is a Financial Planning Administrative Coordinator at Longview Planning Partners in Memphis, TN. He was born and raised in Collierville, TN, and he graduated from Briarcrest Christian High School. He then moved to Chattanooga, TN and completed a bachelor’s degree in Finance at the University of Tennessee at Chattanooga. Clayton has now returned to his hometown of Memphis to start his career in the financial services industry.
Clayton’s primary responsibilities involve supporting the financial planning process. He researches solutions to assist Financial Planners in identifying suitable recommendations to meet a client’s needs and risk profile. He prepares proposals and illustrations for comparison and analysis by the Financial Advisor.
He is currently working on continuing education and currently seeking additional professional designations. His hobbies outside of work include outdoor activities, golf, and reading.