Clayton Perry, MBA, AIF™

MAI Retirement, Group Head

Ponte Vedra Beach, FL



  • Accredited Investment Fiduciary


Work Experience

  • Over 20 years of experience in retirement plan consulting, financial planning, investments, and estate planning
  • Co-founded West Point Business Group, a firm focused on retirement plans for businesses
  • Merged his successful retirement practice into MAI Capital so they could further help clients and participants with their retirement plan goals and needs
  • Plays an instrumental role in MAI’s national retirement plan platform across the country


Life Outside of MAI 

  • Completed Army Aviation Flight School to become a Blackhawk helicopter pilot
  • Served his country in the United States and Europe
  • Attends Mandarin Church of Christ
  • Volunteers as a coach with Ponte Vedra YMCA
  • Supports the Episcopal School of Jacksonville



  • United States Military Academy
  • Army Aviation Flight School
  • University of South Carolina, Masters of Business Administration

We look forward to learning about your financial goals.