Practice Focus
• Individual & Business Financial Services
• Estate Planning Strategies
• Insurance & Investment Analysis
• Employee & Group Benefits
• Tax Planning Strategies
• Wealth Management
Education/Certification
• Chartered Life Underwriter (CLU® ) - The American College in Bryn Mawr, PA
• Certified Fund Specialist (CFS) - Institute of Business and Finance in La Jolla, CA
Clyde Wyatt has more than 40 years experience delivering independent financial services to
individuals, business owners and key executives. As Managing Director of Navigation Financial
Group, Clyde’s guidance has resulted in the firm’s consistent growth and ranking as one of the
top branches with Securities America, their independent advisory and brokerage firm. Clyde
combines his financial expertise with a natural ability to explain and articulate complex concepts
to help his clients make well-informed decisions and to find meaningful financial solutions.
By listening to a client’s concerns and objectives, Clyde helps define goals and develop a
comprehensive plan that takes into consideration their unique needs, time frames and risk tolerance.
He believes in a long-term relationship approach and a collaborative effort with other professionals
such as attorneys and CPAs, to help clients seek financial freedom and independence.
Clyde has augmented his experience in the industry by obtaining the Chartered Life Underwriter
professional designation through the American College in Bryn Mawr, PA, as well as the Certified
Fund Specialist designation through the Institute of Business and Finance in La Jolla, CA. Clyde
has enjoyed a career of many decades, connecting with people and helping clients plan for their
financial futures.
Balancing work with time spent with family, Clyde also actively gives back to his community, including
past president of the Rowlett Chamber of Commerce and serving on the Dallas County Election Board.
Clyde is also a deacon in his Church, and when time allows, enjoys both golf and hunting.
Securities offered through Securities America, Inc., Member FINRA /SIPC. Financial Planning and Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Navigation Financial Group and the Securities America companies are separate entities.