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Joe Clay

Financial Advisor

Office:

502.420.9912

Cell:

502.205.1200

Fax:

Location:

10503 Timberwood Circle, Suite 205

Louisville, KY 40223

Email:

About Joe

Born and raised in the Louisville area, Joe loves calling Kentucky home.  As a four-year Veteran of the United States Marine Corps, Joe completed an 8-month tour of duty in Fallujah, Iraq. He credits this time for teaching him the true meaning of discipline and hard work. His time spent serving this country also helped him to dial in on future goals. Following his release from the USMC, Joe began his career in Finance at JP Morgan Chase. During this time, he simultaneously completed a BA in Business Administration at Indiana Wesleyan University.
 
Joe chose to further his career at TIAA/CREF, leveraging the resources of the institutional investment firm to focus on a client base derived from the educational sector. After several years of growing his expertise, Joe then moved on to expand his client base as a Financial Advisor with PNC Bank. Joe’s desire to always put his client’s retirement needs first is what has led him to ultimately leave the corporate banking environment and join the Commonwealth Capital Management family.
 
Outside of the office Joe loves spending time with his wife of 16 years and 9-year-old son. When not bouncing between football, basketball, baseball, and jiu jitsu the family loves being outdoors. They enjoy swimming, camping, off-roading with their Jeep club, and cruising around to car shows in their 1972 Nova. Joe’s diverse love of cars has been passed on to his son and their mantra is ‘a dirty Ferrari is as tragic as a clean Jeep.’
 
Joe knew, when he was sitting in the desert of Iraq, that he wanted a future in finance. That desire has never wavered and his lifelong determination and commitment to improvement has led him to Commonwealth Capital. His singular focus is to help his clients ensure a secure financial future in this ever-changing market. The multi-faceted strategies and complex alternatives we have to offer ensure every single client is offered a personalized plan tailored to their specific needs. One conversation with Joe is all it takes to know with certainty that your future is in good hands. 

Let's Talk ->

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This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Important Disclosures & Form CRS | Business Continuity 

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*2024 Louisville’s Financial Advisory Firms Ranked by local financial advisers issued by Louisville Business First.  Information was obtained from representatives of listed companies. Other companies might have been eligible but did not respond to requests for information. Local refers to the Louisville area of Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd and Harrison counties in Indiana. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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10503 Timberwood Circle, Suite 205, Louisville, KY 40223

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