Annissa Clayton, MBA

Originally from Chicago, I started in the financial industry in Dallas as a licensed insurance agent, later relocating to Charlotte. I began in this industry to serve women in business and families looking to create or leave a legacy for their family. My journey led me to join the Creative Wealth Management Group team as Wealth Support & Practice Manager.

As an administrative partner, I manage our book of business, oversee day-to-day operations, and act as a liaison between our team and MassMutual resources. I facilitate account openings for new investment clients, ensuring a smooth process for our clients and team. I enjoy providing solutions for our clients and creating and ease of doing business for our advisors at Creative Wealth Management Group.

With 15 years of experience in education and 7 years in the financial services industry, I bring both creative problem-solving and a strong organizational background to my role. Beyond financial services, I contribute to my community through my church and as a member of Zeta Phi Beta Sorority. Outside of work, I enjoy reading, musicals, and spending time with my family – married for 20 years with three children.