Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services.
LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.