Don Clardy in

Don Clardy

Login to view DISC.
Wealth Management Advisor at Northwestern Mutual
📍 Greenville, South Carolina, United States

Don Clardy is a Wealth Management Advisor with a unique background spanning over two decades as an estate planning and business attorney, an investment banker, and now a financial advisor. This diverse experience allows him to provide comprehensive advice. He holds CFP®, CLU®, and specialized ChSNC® designations, with degrees from Georgetown and the University of Tennessee.

Outside of work, Don is a former college athlete and an avid sports fan, particularly of his alma maters, the Furman Paladins and Tennessee Vols. He is a family man who recently shared his experience of going on college tours with his oldest son, Max, tying his personal life into his professional focus on family financial planning.

Don was a wide receiver on Furman Universitys 1988 NCAA Division 1-AA National Championship football team and still holds two single-game punt return records for the school.

Read the full overview →
Experience
30 Years
Current Role
Wealth Management Advisor
Location
Greenville, South Carolina, United States
Personality Overview

How Don shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Don cares about

Special Needs Planning
Holds the Chartered Special Needs Consultant® (ChSNC®) designation and is passionate about pro bono work for families with special needs children, born from personal experience.
Business Owner Advisory
Leverages his past experience as an investment banker and business attorney to advise business owners on comprehensive financial needs, including succession and M&A.
+5 more topics Login to view topics
Career

Work history

10-2006
Wealth Management Advisor
Northwestern Mutual
3-2004 - 5-2006
Investment Banker
NorthShore Capital Advisors
9-1995 - 3-2004
Partner & Attorney
Gallivan, White & Boyd, P.A.
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1987 - 1991
Bachelor of Arts (B.A.)
Furman University
1998 - 1999
LL.M. Taxation
Georgetown University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Don. Free, 10 seconds.