Britney Clark

Britney Clark

JD, CFP®North Dallas, TXP 469.246.3616 | F 469.246.3699

Professional and Community Activities

  • Financial Planning Association, Member
  • Dallas Estate Planning Council, Member
  • Dallas Bar Association, Member
  • Partnership for Philanthropic Planning, Member
  • Grant Halliburton Foundation Auxiliary, Volunteer

Family
Britney lives in Dallas with her husband, Jeremy, and their two daughters.  They spend their free time hiking, traveling, and cheering on the SMU Mustangs.

Business Philosophy

Through education and experience, Britney has developed a depth of knowledge that she applies to each client’s individual situation, needs, and goals. By taking a client-first approach, Britney works individuals and families to create a personalized plan to meet their financial goals.

Education & Accreditations

  • DePaul University College of Law (J.D., 2005)
  • Southern Methodist University (B.S., 1999)
  • State Bar of Texas (2005)
  • Certified Financial Planner® (2011)

Business Experience

  • Financial Advisor, Money Matters with Ken Moraif – 2015 – Present
  • Prior to joining Money Matters, Britney served as Associate Attorney at the Ashmore Law Firm where she advised clients on various estate planning and transfer tax issues. She also served as Corporate Vice President at the Nautilus Group/New York Life where she assisted clients with wealth preservation and retirement planning.

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.