Clayton Perry, MBA, AIF™

MAI Retirement, Group Head

Ponte Vedra Beach, FL


Clay Perry is the Group Head of MAI Retirement with 20 years of experience in retirement plan consulting, financial planning, investments, and estate planning. Clay co-founded West Point Business Group, a firm focused on retirement plans for business.

After building a successful retirement practice, Clay and his partner joined MAI Capital so they could further help clients and participants with their retirement plan goals and needs. Clay’s addition to MAI Capital and leadership of MAI Retirement is instrumental as we build a national retirement plan platform across the country.

After graduating from the United States Military Academy at West Point, Clay completed Army Aviation Flight School to become a Blackhawk helicopter pilot. While serving his country in the United States and Europe, Clay continued his education by earning his Master of Business Administration degree at the University of South Carolina.

Community Involvement

Clay attends Mandarin Church of Christ, volunteers as a coach with Ponte Vedra YMCA, and supports the Episcopal School of Jacksonville.

We look forward to learning about your financial goals.