Jay Healy, CFP<sup>&reg;</sup> - Financial Advisor

Jay Healy, CFP®

MBA, CEPA,

Partner, Managing Director

Beacon Pointe Advisors

1770 Kirby Pkwy, Ste 117
Memphis, TN 38138
(901) 850-5532 CONNECT WITH Jay
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General

Jay Healy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Beacon Pointe Advisors in Memphis, TN and the surrounding communities.

Financial Advisor Overview

We specialize in working with entrepreneurs and professionals looking for a single-source solution to managing their family wealth. We take on the role of the "family CFO" and manage investments, implement advanced planning strategies and perform a variety of administrative functions to ensure meticulous implementation and simplify our clients’ lives.

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Financial Advisor Experience

From the beginning, our mission has been to inspire and empower families to live their ideals. Century Wealth Management was originally founded as a single-family office to serve the needs of a single family after the sale of a private business. We grew into a multi-family office working with several high-net worth families and eventually expanded our services to cater to a wider range of families who would benefit from our expertise and experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Retirement, Succession Planning, Sudden Wealth

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Helpful Financial Planning Resources