Clay Caldwell, CFP®Vice President, Estate Planning
Clay is Vice President of Estate Planning for RAA. Clay joined Eastern Airlines as a pilot in 1979, after serving six years in the United States Air Force. Clay was a member of the Eastern Airlines Pilot Executive Council, with the duties of overseeing the pilot retirement, pension and benefit plans. Clay joined PHH/Retirement Advisors in 1991. He is a Certified Financial Planner™ and was an adjunct faculty member of the College of Financial Planning, teaching Retirement Planning, IRAs, and Employee Benefits. Clay’s expertise includes individual retirement accounts, taxation, wills, trusts, family estate reviews and life insurance. Clay received his Business Degree from Florida State University.