David Clayman
David Clayman is a wealth advisor at Twelve Points Wealth Management.
He has over 14 years of experience in the financial services industry, having spent 9 years with UBS and PaineWebber before joining Morgan Stanley in 2009.
David is a Chartered Market Technician (CMT®). He holds Series 7, 63, 66 and insurance licenses as well as a FINRA Series 3 license for investing in commodities futures contracts.
David is an Eagle Scout and still is involved with the Troop he grew up in, serving as a committee member of Troop 250 Waltham, MA. He is also a founding member of The Friends of Waltham Scouting and serves on the Executive Board of the Boston Minuteman Council. David lives in Newton, MA and is an avid collector of Ford Mustangs, as well as a proud supporter of his beloved New England Patriots.
He has over 14 years of experience in the financial services industry, having spent 9 years with UBS and PaineWebber before joining Morgan Stanley in 2009.
David is a Chartered Market Technician (CMT®). He holds Series 7, 63, 66 and insurance licenses as well as a FINRA Series 3 license for investing in commodities futures contracts.
David is an Eagle Scout and still is involved with the Troop he grew up in, serving as a committee member of Troop 250 Waltham, MA. He is also a founding member of The Friends of Waltham Scouting and serves on the Executive Board of the Boston Minuteman Council. David lives in Newton, MA and is an avid collector of Ford Mustangs, as well as a proud supporter of his beloved New England Patriots.
Category: Finance, Accounting, and Taxes
Web Sites:
www.twelvepointswealth.com
www.twelvepointswealth.com
Interviews with David Clayman»See all
David Clayman joins Jim Blasingame to reveal why and how small business owner should have a retirement plan separate from their business assets.
David Clayman joins Jim Blasingame to talk about the problem small business owners get themselves into when they fail to seek advice in areas they don’t know about.
