I realize there are numerous financial advisors that you could retain to help you with your investments. I also know that you won’t find a partner more committed than I am to helping you realize your financial goals.
I understand that building a successful investing relationship requires trust and attention to detail. As your financial advisor, I’ll work hard to earn that trust. I’ll listen carefully to your needs and concerns. What keeps you up at night? What’s important to you? What are you trying to achieve? Are you saving for your first home? Working to send a child to college? Looking toward retirement? Whatever your objectives or stage of life, I’ll draw upon a well-established strategic process and years of experience to help you achieve your goals.
I’ve been immersed in the financial industry for my entire career, both here and abroad. I know that what’s happening globally also matters locally. Before becoming a financial advisor, I owned my own business and worked in banking. I hold SIE, Series 7, and Series 66 registrations as well as life, health and variable annuity licenses.
Originally from a small town in England, I’m a wife and mother of two with deep ties to this community. Our family moved to Lakewood Ranch in 2012 and I joined Edward Jones in 2015. I’m an active member of the Lakewood Ranch Woman’s Club, the Rotary Club of Lakewood Ranch and the Manatee County Chamber of Commerce. In 2017, I was honored with the Ted Jones Spirit of Caring Award, chosen by my peers for my commitment to colleagues and community.
Give me the privilege of serving as your financial advisor and you can be certain that you’re working with someone of integrity who listens and understands your needs. Shall we find a time to chat?
- New Investors
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Office Address6741 Manatee Ave W
Bradenton, FL 34209
Phone NumberKaren A Clayton at (941) 746-3348
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More