Dave is a Principal with Clayton Investment Associates. He began his career in the Financial Services business in 1997 with A.G. Edwards & Sons before forming Clayton Investment Associates in 2010. With over 19 years of experience, Dave focuses on client relationships, wealth management, retirement and education planning as well as estate planning. Dave works closely with investors to develop a comprehensive plan that seeks to address clients’ needs and suitability requirements. For the 2nd year in a row, Five Star Professional has named Dave a Five Star Wealth Manager*. Dave attended St. Louis Country Day School before earning a Bachelor of Arts degree in Economics from Denison University in Granville, Ohio. Dave currently lives in Brentwood, Missouri with his wife, Mary Ellen, and their three children; David Jr., Claire and Michael. Dave is active with youth hockey in St. Louis and has been a coach for over 20 years.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015-2016 Five Star Wealth Managers.