Co-Founder & Chief Financial Officer

Clara Prescott is the dynamic co-founder and Chief Operating Officer of Dalton & Prescott Wealth Management. With a passion for financial integrity and a commitment to client success, Clara plays a pivotal role in shaping the firm’s strategic direction and ensuring its operational excellence.

Background and Expertise

Clara earned her Bachelor’s degree in Accounting from Northwestern University and furthered her education by obtaining her Certified Public Accountant (CPA) license. Her career began in public accounting, where she gained invaluable experience in financial analysis, risk management, and compliance.

Before co-founding Dalton & Prescott, Clara held senior financial positions at prominent financial institutions, where she developed a keen understanding of the complexities of wealth management. Her expertise lies in crafting innovative financial strategies that optimize client portfolios and enhance overall financial health.

Commitment to Financial Integrity

At Dalton & Prescott, Clara is dedicated to maintaining the highest standards of financial integrity. She oversees the firm’s financial operations, ensuring compliance with industry regulations and best practices. Clara’s analytical mindset allows her to identify opportunities for growth while minimizing risk, ultimately benefiting the firm and its clients.

She believes that transparent communication and education are essential to building trust with clients. Clara takes the time to explain complex financial concepts, empowering clients to make informed decisions about their financial futures.

Community Engagement

In addition to her role at Dalton & Prescott, Clara is actively involved in community service and charitable organizations. She is passionate about financial literacy initiatives, working to educate underserved communities on personal finance and investment strategies.

Personal Life

Outside of work, Clara enjoys spending quality time with her family, exploring new culinary experiences, and indulging her love for reading. She is also an advocate for work-life balance, promoting wellness and mindfulness among her colleagues and clients.