

Clay Winnette, CFP®, ChFC®, CRPC®

My Mission Statement
WELCOME
Toll-Free Number: (800) 234-1940
Our Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your Approach to Investing
We strive to get to know you better as an investor and help you define your own investing preferences. By gaining a deeper understanding of how you think and feel about investing, we can customize the financial approach we develop together to help you pursue what matters most to you.
Understanding Your Goals and Priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Our Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of broader Morgan Stanley, we will work with you to develop an approach designed to help address your financial needs.
Focus on Individuals, Families and Small Businesses
We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
Upcoming Firm Events
We hope you will join us for this upcoming event.
AI Revolution: The Breakthrough, the Buzz and a Blueprint for the Future
We invite you to watch the replay from our thought-provoking conversation on artificial intelligence (AI) with James Dyett, OpenAI's Head of Enterprise & Strategic Sales, Keith Weiss, Morgan Stanley's Head of U.S. Software Research Jeff McMillan, Morgan Stanley's Head of Firmwide Artificial Intelligence, recorded on Monday, March 24.
Additional Replays
Location
Meet My Team
About Clay Winnette
Clay holds a bachelor’s in business administration from the University of Central Arkansas and has built a career focused on providing personalized solutions to help clients achieve their financial goals. He’s known for his down-to-earth approach, attention to detail, and the genuine care he brings to his relationships with clients.
Clay and his wife, Susan, are longtime residents of Austin, Texas. When he’s not working, Clay enjoys exploring the city and spending time with family and friends.
About Donna Conkle
Donna holds her Series 7 and 66 licenses and graduated from Albright College in Reading, PA with a degree in Business/Psychology. Known for her organizational skills and ability to solve client issues, Donna takes pride in building strong relationships with clients, being involved in their financial journeys, and helping them reach their goals.
Outside of work, Donna enjoys spending time outdoors, whether she’s hiking, exploring small towns, or attending festivals around Austin and the surrounding area with her husband, Henry. With two grown children living outside of Texas, she loves spending time with them whenever possible.
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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