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

  • Georgetown University (L.L.M. in Taxation)
  • University of Tennessee - Knoxville (Joint J.D. / M.B.A.)
  • Furman University (B.A.)

Memberships

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

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

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck