Empowering clients with smart financial advice.

Debbie Claydon, CFP®, AIF®

Originally from upstate New York, Debbie received her Bachelors of Science degree in Marketing from the University of Central Florida. Beginning her career in the financial services industry with Morgan Stanley (formerly Dean Witter) in 1989, Carpenter Claydon Advisors was formed in 2002. Debbie proudly participates as an investment committee member for the UCF Foundation and currently serves as the Treasurer of the Helpful Hands organization. For many years she served as treasurer for the Oviedo Rotary Club and was awarded Rotarian of the Year.  She has held a certification as a CFP® (Certified Financial Planner) since 1998 from the Certified Financial Planner Board of Standards, Inc. In 2006, she became an Accredited Investment Fiduciary (AIF®) through fi360 The Center for Fiduciary Studies™ at the Katz School of Business, University of Pittsburgh.

 

About Us

Carpenter, Claydon Advisors, Inc. (CCa) is registered directly with the SEC and provides fee only financial services to businesses, fiduciaries and individuals of substantial income and net worth. The key service areas of CCa are financial planning and investment advice.

CCa is an independent advisory firm that receives no added incentive other than empowering our clients with:

  • Virtually any financial solution
  • A strategy that fits
  • Delivering and maintaining the appropriate solution

Based in Central Florida, CCa serves professionals, entrepreneurs, executives and families. Most have investment assets between $2 million and $20 million.

 


 

CCa is registered directly with the SEC and is a fee only advisory practice.