Eddie Clayton III has more than 5 years of experience working with affluent individuals, families, business owners, baby boomers and their closely held entities serving as a financial services representative. Eddie focuses on creating tax efficient strategies that protect and grow wealth. He believes in educating clients as well as providing excellent client service. He also takes pride in being readily available to answer the questions, concerns, and inquiries of his clients.
Eddie has held various roles within the area finance such as financial analyst and finance manager servicing institutions and non-profits. After 10 years in these various roles, Eddie began to search for a role that would allow him to make a positive impact in the lives of clients.
Eddie is a proud graduate and active alum of Marquette University with a B.A in Advertising. He is also a graduate of the Keller Graduate School of Management with an MBA in Finance.
In his free time, Eddie enjoys spending time with his daughter Elise. He also enjoys spending time outdoors, golfing, swimming, and bike riding.
Eddie Clayton III is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.