Clarke Lemons

Executive Managing Director

  • Leadership Team
  • Shareholder

Clarke Lemons is an Executive Managing Director for Pathstone, responsible for providing leadership to the Winter Park office and overseeing the firm’s strategic initiatives in the southeast region of the country. He is also responsible for managing all aspects of business development and the delivery of advice for the Winter Park, FL office and works directly with a select group of institutional and private wealth clients.

Prior to joining Pathstone, Clarke was the Founder and President of WaterOak Advisors. He has been recognized as one of the Top 100 Independent Advisors in the country by Barron’s a total of nine times. Currently he is ranked #47 by Barron’s in the country and is the highest ranked independent advisor in Florida. In 2022, Forbes ranked him as North Florida’s top Wealth Advisor. In addition, Clarke has been named to the Forbes list of America’s Top Wealth Advisors every year since 2016, he is currently #74 on this list.

Clarke was born in San Francisco and has lived in Dallas, Syracuse and Ponte Vedra Beach Florida. He and his wife reside in Winter Park, Florida.

Group

Advisory Services

- Client Advisory

Office

Winter Park, Florida

Contact & Locations

Clarke Lemons is an Executive Managing Director for Pathstone, responsible for providing leadership to the Winter Park office and overseeing the firm’s strategic initiatives in the southeast region of the country. He is also responsible for managing all aspects of business development and the delivery of advice for the Winter Park, FL office and works directly with a select group of institutional and private wealth clients.

Prior to joining Pathstone, Clarke was the Founder and President of WaterOak Advisors. He has been recognized as one of the Top 100 Independent Advisors in the country by Barron’s a total of nine times. Currently he is ranked #47 by Barron’s in the country and is the highest ranked independent advisor in Florida. In 2022, Forbes ranked him as North Florida’s top Wealth Advisor. In addition, Clarke has been named to the Forbes list of America’s Top Wealth Advisors every year since 2016, he is currently #74 on this list.

Clarke was born in San Francisco and has lived in Dallas, Syracuse and Ponte Vedra Beach Florida. He and his wife reside in Winter Park, Florida.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

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