Carlie Clayton began her financial services career in 2006 at A.G. Edwards & Sons, where she served as a Wire Operator and Receptionist. Her interest in the industry quickly grew, leading her to join Ameriprise Financial in 2007. Over the next 16 years, Carlie gained extensive experience across various roles and responsibilities, earning her Series 7 license in 2010 and Series 63 in 2014.
In September 2024, Carlie brought her financial services background to Skyward Financial as a Senior Client Service Associate. In this role, she supports the firm’s advisors and contributes to its continued success.
Carlie resides in Mont Belvieu, Texas, with her two sons. Her eldest, Gavin, is currently studying at Lee College, while her youngest, Cullen, is a high school football player at Barbers Hill High School. Beyond her financial expertise, Carlie is a certified yoga instructor and teaches classes at the Rasa Yoga School of Ayurveda in Clear Lake, Texas.
Credentials:
- Series 7
- Series 63