Clay Hartman

  • Clay Hartman

Partner, Senior Wealth Advisor

Clay brings nearly 20 years of business development, financial management and leadership experience to Frontier. He joined the team in 2008 as an Investment Advisor Representative, and is focused on developing and managing a group of successful individual, family and corporate clients. His concurrent experience as partner in a local private equity group has enhanced his ability to clearly communicate alternative investment strategies to clients when appropriate.

As a wealth advisor, I’m part planner, part investor and part counselor. I take a lot of satisfaction in helping other individuals, families, and business owners consolidate their financial picture and life goals into something more realistic, understandable, and measurable relative to a plan rather than overpromising and underperforming against market benchmarks and real time headlines.

Prior to joining Frontier, he played a key role in the growth of the bank brokerage division of Raymond James Financial, deploying full-service investment platforms to community banks, thrifts and credit unions. Clay earned a bachelor’s degree in business administration from the University of Kansas in 1997 and holds the Series 65 Uniform Investment Advisory License. He is married with three children.

email | 816.802.6612

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