Clay Riddell, CFP®, First Vice President-Investments, Senior Financial Advisor


As a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional, I help individuals, families, business owners, and trusts make thoughtful financial decisions and create a stronger foundation for their wealth.

Since 2003, I have viewed my role as more than simply managing investments. Investment strategy matters, but long-term financial success often depends on how well the key pieces fit together: retirement planning, tax-efficient strategies, estate planning considerations, asset protection strategies, cash flow, family priorities, and legacy goals.

My approach is built around what I call the Law of Fractional Advantage: small, smart improvements made consistently over time can create meaningful advantages. In my experience, nearly every client has gaps or opportunities somewhere in their financial picture. My goal is to help uncover those areas, bring structure to the plan, and stack together better decisions over time.

I work best with clients who want a thoughtful, disciplined, and collaborative approach, but who do not want to manage every financial detail themselves. Many of my clients have worked hard to build their wealth and want clear guidance on how to preserve it, grow it, use it, and eventually pass it on with purpose.

A major part of my work is helping clients bring the big picture and the details together. Whether they are preparing for retirement, selling a business, receiving an inheritance, making a major purchase, supporting family members, or planning their legacy, I help create a clearer path forward by connecting the decisions that matter most.

I earned my bachelor’s degree in business and finance from the University of Northern Colorado in 2001 and became a CERTIFIED FINANCIAL PLANNER® professional in 2014.

Born and raised in Colorado, I enjoy local sports, the outdoors, coaching youth sports, golfing, skiing, and fishing. I also volunteer to help kids learn about money, investing, and how discipline, hard work, and good decisions can help shape their future.

At the center of my work is a simple belief: wealth is built, preserved, and used best when each decision supports the next. With the right foundation, structure, and guidance, clients can move forward with greater confidence and purpose.

*Wells Fargo Advisors does not provide tax or legal advice.