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Cmt® Dave Clayman
Co-Founder and CEO, Wealth Manager
Cmt® Dave Clayman is the Co-Founder and CEO of Twelve Points Wealth Management, a financial services firm that embodies the twelve principles of scouting. With a background in financial services spanning over two decades, Dave started his career at Paine Webber before moving on to Morgan Stanley where he honed his expertise in financial planning and wealth protection. He holds various securities licenses and is deeply committed to building strong client relationships to help them achieve their financial goals.
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Location
Waltham, Massachusetts, United States
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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Managing Director, Green Circle Capital Partners; Author
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