Background
Clarence has helped clients manage their unique financial needs for more than 22 years. He has dedicated his career to delivering a holistic, client-centered approach to retirement and investment planning. Clarence provides a broad array of financial products and services, including comprehensive asset management, wealth preservation, risk management and retirement planning. In addition, Clarence also works with closely held business owners and non-profits to create investment policy statement, investment advisory services and insurance planning. Clarence has earned the Chartered Retirement Planning Counselor SM (CRPC®) and Accredited Asset Management Specialist SM (AAMS®) professional designations. He attended Florida International University and holds FINRA Series 7, 9, 10, 63 and 65 securities registrations and state life and health licenses.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Clarence currently serves on the board of the Wolf Trap Foundation for the Performing Arts and formerly on the board of the Reston Swim Team Association as co-chair of the winter swim committee. Clarence is a member of The Association of African American Advisors(AAAA). In his leisure time Clarence enjoys playing golf, travel, personal fitness, and cooking. He and his wife, Anne, have been married for more than 20 years and have two daughters, Victoria, and Josephine.