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Clay Norman

Clay Norman

Associate at GW Henssler & Associates LTD

Smyrna, GA , United States

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

OrganizationRoleDate RangeDetails
Henssler FinancialAssociateMar 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...
VallenInside Sales RepresentativeFeb 2017 to Mar 2018
• Answered phone calls from customers, fulfilled orders, and helped with daily operations of the branch.
The Money Advisor GroupOperations SpecialistJun 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 AmericaWarehouse AssistantNov 2015 to Jun 2016
Pulling and shipping orders, putting up stock, checking in inventory, and receiving material.
Vallen, formerly Hagemeyer North AmericaInventory Clerk, and Warehouse AssistantSep 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)

NameRoleLocation
Bil Lako
Bil Lako
PrincipalKennesaw, GA , United States
Michael Coelho
Michael Coelho
AssociateKennesaw, GA , United States
P
Peter Lynch
AssociateKennesaw, GA , United States
Brandon Goff
Brandon Goff
Jr. Research AnalystAtlanta, GA , United States
Giuliana Barbagelata
Giuliana Barbagelata
AssociateKennesaw, GA , United States
Melanie Wells
Melanie Wells
Senior AssociateAtlanta, GA , United States
N
Nicholas Wilson
Equity Research AnalystPhoenix, AZ , United States

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