Clay Groce CFP®
As a Wealth Advisor at CTM Wealth Advisors, Clay collaborates with clients to develop personalized and comprehensive financial plans and solutions to help meet their financial objectives.
Straight out of college, Clay joined Wilkerson Financial. Here, he began as a Paraplanner, where he gained experience assisting advisors with research, analysis, and client communication. His dedication and commitment soon earned him a promotion to Associate Advisor, where he began a role in client relationship management and financial plan development.
Driven by his aspiration to guide individuals and families towards financial prosperity, Clay pursued further professional development and obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Armed with comprehensive knowledge and a passion for helping others achieve their financial goals, Clay transitioned into the role of Wealth Advisor.
Born and raised in Kentucky, Clay attended Western Kentucky University where he graduated with a Bachelor of Science in Finance, specializing in Personal Financial Planning. This program, accredited by the Certified Financial Planner Board of Standards, Inc., laid an important foundation for his career in wealth management.
Beyond his professional endeavors, Clay finds fulfillment in his personal life. He resides in Frankfort with his wife, Samantha, their son, Warner, and their black lab, Max. Clay and Samantha are active members of their local community, where Clay serves as a board member of the Franklin County Community Fund. Additionally, they are members of Hillcrest Baptist Church, where they actively contribute to various outreach and volunteer initiatives.
