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Clay P

Series 66

Grand Rapids, MI

Wells Fargo Advisors

Clay Purvis is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. His work history includes roles at several firms and organizations, such as KCT Credit Union/Ministry Partners Securities, Sigma Financial Corporation, and Vail Resorts. He has also been involved with Hope College and operated businesses including Grow Bistro & Cafe and Charlie's Still on Main. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and sports and entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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