Bob Clay

Bob Clay has spent more than 40 years serving educators and their families, building a reputation as a personally engaged fianncial advisor who brings genuine care and practical problem-solving to every client relationship. He works with individuals, families, and business owners on financial strategies, retirement readiness, and estate planning needs.

His approach is straightforward: align advice with each client's financial situation, lifestyle goals, and long-term aspirations. His goal is to bring experience and knowledge to his clients' financial lives so they can focus on what matters most to them.

Through his partnership with Paladin Advisor Group, A PlanMember Financial Center based in Elkridge, Maryland, Bob offers guidance across a range of planning needs:

• 403(b) and 457(b) plans
• Comprehensive financial planning
• Retirement and income planning
• College planning
• Life insurance and estate planning
• Asset protection, including long-term care, disability insurance, and health insurance planning

Bob holds a BS from the University of Maryland and an MS from American University. He holds FINRA Series 7, 63, and 65 securities licenses, along with Life, Health, and Variable Insurance licenses.

He has lived in Columbia, Maryland for 41 years. He and his wife Fran, a retired Howard County educator, have been married for 53 years and have two children and four grandchildren. In his spare time, Bob enjoys traveling with friends and family.

Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC.

Paladin Advisor Group and PlanMember Securities Corporation are independently owned and operated.