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Jaylon McClinton

@jaylonmcclinton

I guide clients through retirement, investment, insurance, and annuity decisions.

I'm currently a Virtual Financial Consultant II at TIAA, coordinating across Wealth Management, Retirement Income Consulting, and Brokerage teams to resolve service and processing issues for a high-volume client base. I educate more than 30 clients weekly on retirement products, tools, and implementation decisions.

Previously, I generated more than $3.5M in year-to-date AUM at Navy Federal Financial Group and improved client retention by 20% at Truist Wealth. My approach combines relationship management, issue resolution, and process improvement, grounded in leadership experience as a U.S. Army Infantry Officer and an MBA foundation in strategy, analytics, and finance.

Experience

Work history, roles, and key accomplishments

Current

Virtual Financial Consultant II

Current

TIAA

Jun 2026 - Present (3 months)

Coordinates across Wealth Management, Retirement Income Consulting, and Brokerage teams to resolve service and processing issues for a high-volume client base. Educates 30+ weekly clients on retirement products and guides them through implementation decisions.

Retirement Products Client Education Cross functional Coordination Issue Resolution Investment Portfolio Rebalancing Outside Asset Consolidation

Financial Advisor

Navy Federal Financial Group

Oct 2025 - May 2026 (7 months)

Helped establish Navy Federal's first Charlotte-market branch, building client onboarding and service workflows. Generated $3.5M+ in year-to-date AUM managing 30+ monthly client relationships across investment, retirement, insurance, and annuity planning.

Client Onboarding Workflow Development Annuity Products Insurance products Investment Planning Retirement Planning Relationship Management

Financial Advisor

Truist Wealth

Jul 2023 - Oct 2025 (2 years 3 months)

Led fully virtual advisory relationships end-to-end, coordinating with external product partners to deliver client solutions. Improved client retention by 20% and contributed to 20% revenue growth through proactive relationship management and a disciplined pipeline process.

Virtual Advisory Relationship Management Pipeline Management Annuity Carriers Asset Manager Financial Platforms

Infantry Officer

United States Army

Dec 2020 - Jul 2022 (1 year 7 months)

Led planning and execution for teams of 6–12 soldiers on operational-support assignments, coordinating across supporting units to resolve issues and maintain accountability from planning through completion.

Leadership Planning Execution Coordination Accountability

Education

Degrees, certifications, and relevant coursework

Wake Forest University School of Business

Master of Business Administration (MBA), Strategy, Analytics & Finance

Pursuing an MBA with a focus on Strategy, Analytics, and Finance, expected to complete in 2026.

United States Military Academy at West Point

Bachelor of Science, Sociology

Activities and societies: Four-Year Starter, Defensive Back — NCAA Division I Army Football

Earned a Bachelor of Science in Sociology with an Engineering Sequence in Environmental Engineering. Four-year starter as a defensive back on the NCAA Division I Army Football team.