Project Description

513-791-9258
PERSONAL BIO

Clayton Reynolds

CRPS®

Senior Vice President, Investments

Investments

Clayton Reynolds, CRPS® currently serves as Senior Vice President, Investments for 9258 Wealth Management. With over 14 years of professional experience in the financial services industry, Clayton brings a background in financial advisory, retirement planning, and investment planning. He holds a BA in Business Management and a minor in Economics from Wilmington College.

Prior to 9258 Wealth Management, Clayton’s career began in banking. He worked for National Bank and Trust / Peoples Bank as Branch Service Manager. In 2012, he transitioned to a financial advisor role where he served clients across eleven branch locations.

In 2016, Clayton joined Walt Lunsford’s practice as a financial advisor. That same year, he received his Chartered Retirement Plan Specialist (CRPS®) designation from the College of Financial Planning. The CRPS® designation is for advisors focused on creating and administering retirement plan solutions for businesses.

Clayton has served 9258 Wealth Management as a financial advisor since the firm’s inception in 2018. Clayton works with participants in the firm’s 401k business, providing advice on investment allocations and deferral rates. Clayton also works closely with the Investment Committee to invest and manage client portfolios.

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