Personal
Mark Clary, wealth management advisor, is a 1994 graduate of Furman University. He holds the professional certification CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Life Underwriter (CLU) designation.
Clary has 17 years experience advising clients regarding their wealth protection, accumulation, and distribution. He holds professional memberships with the National Association of Insurance and Financial Advisors (NAIFA), the Financial Planning Association (FPA) and the Greenville Estate Planning Council.
Clary is involved in the community as a board member of First Presbyterian Church, where he is a former Elder and Deacon, and also currently serves as a board member for the South Carolina State Museum Foundation. In addition, he is a past board member of Gateway House (2001-2007) and the Greater Greenville Community Foundation (2006-2009). Clary has been a resident of Greenville, SC since 1990. He lives with his wife Amy, and their sons Witt, Joey, and Carter.
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