Jacob McClary is originally from Lexington, South Carolina. He made a short move to Columbia where he obtained a bachelor’s degree in finance and management from the University of South Carolina in 2025.
While in college, Jacob held a summer internship with the CalmWater team. His internship provided the perfect hands-on opportunity to learn how we assist our clients. Immediately upon graduation he joined the team as a Paraplanner.
In his role as a Paraplanner, Jacob focuses on assisting the advisors with meeting preparation, investment monitoring, and the development of plans for our clients. His ultimate goal is to help the families we serve find financial clarity, confidence, and peace of mind with their financial situations.
Outside of work, Jacob enjoys cheering on the Gamecocks at USC sporting events and staying active by playing basketball, ultimate frisbee, and golf.