Clayton Turner is a financial advisor with CreativeOne Wealth, LLC, holding a ChFC® designation and Series 63 and 65 licenses, with 20 years of industry experience. He has worked at CreativeOne Wealth (formerly ChangePath) since 2019 and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves as a board member for a homeowners association and is a member of a local business networking group.
CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party models, with investment strategies that include ETFs, mutual funds, equity managers, options, and private investments.