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Clinton M
CFP®, Series 65
Lakeway, TX
Wedmont Private Capital
Clinton McCalla is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Wedmont Private Capital. His prior roles include positions at Meira, HighTower Securities LLC, HighTower Advisors LLC, and Fisher Investments. He volunteers as a committee member for the Lake Travis Independent School District CLASS Committee, advising on educational policies. Wedmont Private Capital provides financial planning and discretionary investment management to individuals, charitable organizations, corporations, and employee benefit plans. The firm primarily employs a passive, modern portfolio theory-based approach with diversified, asset-class-weighted portfolios using low-cost index funds and incorporates outside managers and specialized strategies for qualified clients.
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