Top Content Curve
Virginia Clay
Virginia Clay
Consulting Group
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
700 Spring Forest Road
Suite 200
Raleigh, NC 27609
tel: 919-877-2449
toll free: 800-648-5571
fax: 919-877-2500
Email Me
Welcome Associations Education Experience Honors Services
Welcome

Virginia Clay is a Morgan Stanley Smith Barney Financial Advisor in Raleigh, North Carolina. In her practice, she advises individual, business and non-profit clients. She works to build long-term client relationships that evolve over time through a collaborative planning and investment process.

As a Morgan Stanley Smith Barney Financial Planning Associate, she draws on the breadth and depth of resources available through the firm that provides brokerage, investment banking and asset management services to corporations, governments and individuals around the world.
Associations
  • Granville Business Network
    President, 2009
  • Granville County Chamber of Commerce
    Oxford, NC
  • Henderson-Vance Chamber of Commerce
  • Oxford Historic Preservation Commission
    Member
  • NC CFA® Society
    Member
  • CFA Institute
    Member
  • Raleigh Business and Professional Women
    Member
Education and Licensing
  • MS - Health Policy and Management
    The Harvard University School of Public Health
    Boston, MA
  • Doctorate - Pharmacy
    Campbell University
    Buies Creek, NC
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Long Term Care Insurance Licensed
  • Life, Variable Annuity and Disability Insurance Licensed
  • Alternative Investments Certified with Smith Barney
  • Bilingual (Spanish) Examen International de Negocios en Español Notable 2005
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    CERTIFIED FINANCIAL PLANNER™
    Raleigh, NC
  • 2003 - 2006: BlackWood Insurance Services
    Owner/Principal
    Oxford, NC
  • 1997 - 2001: Hall's Drug Store - The Health Effect, Inc
    Owner
    Oxford, NC
Honors and Recognitions
  • Leadership Granville
    Participant
  • Eli Lilly Ethics
    Scholarship and Leadership Achievement Award
Services
  • Corporate Retirement Plans
  • Asset Management
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Long Term Care Insurance
  • 401k Rollovers
  • Cash Management
  • Fixed Income
  • Municipal Bonds
  • Investment Policy Statements
  • Endowments and Foundations
  • 529 Plans
Bulletin Board
  • Consulting Group's Financial Services and Fiduciary Asset Management programs provide prudent fiduciary management to institutions, both small and large.
  • Have you considered the odds that you will need long term care? Long term care insurance can be a valuable extension of your retirement and financial plans and help protect your savings. If you would like to learn more, speak with us.
Virginia Clay is licensed in the following state(s): CA, CT, FL, GA, MA, NC, NJ, NY, OK, PA, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Consulting Group: Managed Accounts and Mutual Funds -- Understanding the Difference (pdf)

Rollovers: Stashing Your Retirement Nest Egg (pdf)

Economic & Market Analysis: Comments on Credit (pdf)
Bottom Content Curve
Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

Morgan Stanley Smith Barney LLC is registered with the Securities and Exchange Commission as a broker/dealer and investment advisor. Some products or services may continue to be available though Citi or Citigroup Global Markets Inc. Read more on the "Statement of Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. Responsibilities" that describes their respective roles and functions.

© 2009 Morgan Stanley Smith Barney LLC. Member SIPC. Accounts carried by Citigroup Global Markets Inc. All rights reserved.
[Accept]