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About
Clay Norman, CFP®, is an Associate at Henssler Financial (GW HENSSLER & ASSOCIATES LTD) based in Smyrna, GA. In this role, he manages client accounts on a day-to-day basis and works closely with clients to develop, implement, and monitor financial plans, focusing on asset allocation, cash flow analysis, and holistic wealth management. He regularly collaborates with the firm’s Managing Associate and participates in client-facing educational media, offering insights on consumer economics, market performance, and financial planning strategies.
Mr. Norman’s expertise spans a broad range of investment solutions for individuals and families, including equities, mutual funds, fixed income, and alternative asset classes such as real estate funds. His role includes advising on tax-efficient transfers, wealth transfer strategies, retirement planning, and portfolio rebalancing, reflecting Henssler Financial’s comprehensive approach to wealth management and financial planning.
With over eight years of experience in financial services, Mr. Norman progressed from client service roles to Financial Planner, Senior Financial Planner, and now Associate at Henssler Financial. He holds a Bachelor of Business Administration in Finance from Columbus State University, completed the Certified Financial Planner program at Kennesaw State University, and is a CERTIFIED FINANCIAL PLANNER™ certificant, underscoring his leadership and technical expertise in personal finance and investment advisory.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Henssler Financial | Associate | Mar 2018 to Present | • Collected and reviewed client’s financial data and then ran cash flow projections based on that data. • Helped prepare a Senior Advisor for client meetings and attended them alongside him. • Reviewe... |
| Vallen | Inside Sales Representative | Feb 2017 to Mar 2018 | • Answered phone calls from customers, fulfilled orders, and helped with daily operations of the branch. |
| The Money Advisor Group | Operations Specialist | Jun 2016 to Jan 2017 | • Answered phones, filed and filled out paperwork, and prepared meeting material for the firm's Financial Advisor. • Experience in opening accounts, such as IRA’s, Brokerage’s and Trust’s. |
| Vallen, formerly Hagemeyer North America | Warehouse Assistant | Nov 2015 to Jun 2016 | Pulling and shipping orders, putting up stock, checking in inventory, and receiving material. |
| Vallen, formerly Hagemeyer North America | Inventory Clerk, and Warehouse Assistant | Sep 2012 to Jul 2015 | Experience as an inventory clerk. Responsible for electronic and physical inventory management. Pulling and shipping orders, putting up stock, and checking in inventory. |
Education
Kennesaw State University
Certified Financial Planner Program, Financial Planning and Services
2019 — 2020
Columbus State University
Bachelor’s Degree, Finance, General
2015 — 2016
Darton College
Associate’s Degree, Business Administration and Management, General
2013 — 2015
Sherwood Christian Academy
High School
2009 — 2013
Others at GW Henssler & Associates LTD (7)
| Name | Role | Location |
|---|---|---|
| Principal | Kennesaw, GA , United States | |
| Associate | Kennesaw, GA , United States | |
P Peter Lynch | Associate | Kennesaw, GA , United States |
| Jr. Research Analyst | Atlanta, GA , United States | |
| Associate | Kennesaw, GA , United States | |
| Senior Associate | Atlanta, GA , United States | |
N Nicholas Wilson | Equity Research Analyst | Phoenix, AZ , United States |
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