Professional

Don Clardy, CFP®, a wealth management advisor, is a graduate of Furman University. Don received his joint JD and MBA degree from the University of Tennessee and earned his LL.M. in Taxation from Georgetown University. Previously, Don was a partner with the law firm of Gallivan, White and Boyd, PA where he specialized in estate planning and business planning. While Don no longer actively practices law, he holds professional memberships with the South Carolina Bar and the Greenville Estate Planning Council.

With over two decades of combined experience as a wealth management advisor (2006 – present), investment banker (2004 – 2006) and estate planning/business attorney (1995-2004), Don is passionate about helping business owners, executives, professionals and their families clarify their financial goals and achieve financial security. Based on his diverse background and experience, Don is uniquely qualified to advise clients regarding their investment management, retirement planning, business planning, risk management and asset/income protection and distribution needs.

Education

Degree School
LL.M. in Taxation Georgetown University
Joint J.D. / M.B.A. University of Tennessee - Knoxville
B.A. Furman University

Memberships

Role Organization
Member South Carolina Bar
Board Member Greenville Estate Planning Council
Member Furman University Planned Giving Advisory Council
Member GHS Children's Hospital Community Advisory Council
Board Member Advanced Institute for Development and Learning
Leadership Greenville Graduate Greenville Chamber of Commerce
Member Greenville Chamber of Commerce
Past President and Board Member Furman University Paladin Club
Past Endowment Committee Member Meyer Center for Children with Special Needs

Don S. Clardy, CFP®, CLU®, MBA, LL.M., J.D.

Wealth Management Advisor

 

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