Our Team is Evolving

It is with great excitement that I introduce you to our newest WWS Financial Advisor, Clay Levy. Clay comes to us from Vanguard where he spent the last six years servicing relationships, ultimately working on a team that dealt with clients of $5 million and up.

Clay grew up in Scottsdale and attended Pinnacle High School before moving on to the University of Arizona, where he graduated with a major in Political Science and a minor in History. Though he initially had aspirations for law school, ultimately, his interest in finance led him to pursue a career in financial services.

During his tenure at Vanguard, Clay developed a passion for advising people in a manner consistent with what we do here at WWS. He takes a holistic approach to financial planning and understands that your financial life is not just about numbers, but rather about dreams, aspirations, and values. He has demonstrated his commitment to helping clients stay informed and empowered by clearly communicating the intricacies of investments, their allocation rationale, and the importance of financial planning.

In his free time, Clay is an avid golfer who shares his love for the game through volunteering with the U.S. Golf Association and the Junior Golf Association of Arizona.

On a separate note, but in line with her personal evolution, Kelly Hughes has moved on to pursue other passions. Despite her excitement around her next chapter, she has shared that working with our wonderful clients is what she will miss most in the transition. All of us at WWS are grateful for Kelly’s contributions over the past six years and wish her nothing but success in the future.

Please join me in welcoming Clay Levy to our team. We are confident that his experience, dedication, attention to detail, and passion for helping others will have a positive impact on our client experience!

-Gary Weiss, September 2023