Clint Snead, CFA
Senior Financial Advisor, Analyst
Clint currently serves as a Chief Compliance Officer, Senior Advisor and Analyst at Box Financial Advisors. He completed his undergraduate education with a dual Bachelor of Business Administration in Finance and Business Economics from Texas Tech University. In 2005, Clint completed his Masters of Business Administration from Southern Methodist University, where he focused on a Finance concentration with a specialization in investments and financial consulting. Upon completing his MBA, he became a CFA Charterholder. The Charter Financial Analyst® (CFA) credential has become the most respected and recognized investment designation in the world.
After a few years in banking, Clint started his financial planning career by advising clients on their investments when he started at Fidelity Investments in 2000. In 2003, Clint made the transition to Fidelity’s branch investment center in Irving, Texas and worked in various financial planning roles. After successfully consulting clients about their financial plans, Clint was asked to focus on high net worth individuals and highly compensated executives. Prior to prayerfully joining Box Financial Advisors in 2014, he oversaw a client portfolio of approximately $500 million in client assets.
Clint and Audra were married in 2002. They have a boy and two girls, Sawyer, Ridgely, and Sutton. He enjoys spending his free time with his family and learning to fly fish with friends. Together they most enjoy finding opportunities to serve at their local church and in the local community.