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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Clayton Bland Joins CLA Wealth Advisors as Principal in Seattle
Seattle — August 6, 2015 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) is pleased to announce the addition of W. Clayton Bland as a principal in the firm’s Seattle (Bellevue), Washington, office. He comes from J.P. Morgan Securities, the wealth management division of J.P. Morgan, where he was a vice president and financial advisor. Bland specializes in serving business owners, high net worth individuals, retirees, corporate executives, pension and deferred compensation plans, foundations, and endowments.
Positioned to make an impact
“I am excited to have Clayton as a leader on our team,” says Paul Bailey, managing principal for CLA in Seattle. “His background and experience with serving privately held businesses and their owners aligns perfectly with the clients we serve. I have known Clayton for a number of years and have the utmost confidence in his abilities, his integrity, and his commitment to our clients. He lives the CLA mission of impactful interactions for success.”
Seamless, integrated capabilities
Bland says one of the reasons he joined CLA Wealth Advisors was to gain access to a multidisciplinary team of professionals with deep experience in tax and estate planning, financial planning, and investment management — all in one place. He says the firm’s culture aligns with his own values and the way he serves clients by supporting their unique goals, and impacting their success.
“Now I am part of a national professional services firm with connections to a vast network of resources, which will be seamlessly delivered to meet all of my clients’ needs,” explains Bland. He will be an integral part of the strategy to grow CLA’s wealth advisory practice in the Seattle, Denver, Phoenix, and other markets in the coming years.
Supported by solid experience
Bland has more than 16 years of experience in the financial services industry, beginning in 1999 with J.P. Morgan in Los Angeles. He returned to the Northwest in 2008 to help open J.P. Morgan’s Seattle office.
He attended King’s Schools in Seattle from kindergarten through high school, and received a bachelor’s degree from the University of California Santa Barbara, with majors in business economics and history. Bland has served on the board of trustees of the Bellevue Arts Museum and ArtsFund, and on the board of governors for Opportunity International. He and his wife, Jamie, live in Bellevue, with their two daughters, Katelyn and Reagan, and son, Kelly.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers private wealth advisory services, including wealth management and investment planning; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on roughly $3.9 billion in total client assets. According to Accounting Today’s 2014 “Wealth Magnets” report, CLA Wealth Advisors is ranked fourth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.
CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned company of CliftonLarsonAllen LLP, a national professional services firm. For more information visit CLAconnect.com/privateclient.