Jay Healy, CEPA, CFP®
Collierville, Tennessee, United States
2K followers
500+ connections
About
Two life-long passions - music and investing - provided the foundation for my…
Articles by Jay
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2014 IRA Charitable Distribution Opportunity
2014 IRA Charitable Distribution Opportunity
By Jay Healy, CEPA, CFP®
Activity
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Calling all College Parents! Are you aware that essential documents like Healthcare Directives, HIPAA Authorization, and Power of Attorney are…
Calling all College Parents! Are you aware that essential documents like Healthcare Directives, HIPAA Authorization, and Power of Attorney are…
Liked by Jay Healy, CEPA, CFP®
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What an honor to witness Maddie live in action at the Olympics! This woman truly is extraordinary…her grit, fearlessness, and heart are beyond…
What an honor to witness Maddie live in action at the Olympics! This woman truly is extraordinary…her grit, fearlessness, and heart are beyond…
Liked by Jay Healy, CEPA, CFP®
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Congratulations, Reagan Mungazi, winner of the Beacon Pointe Advisors Scholarship! Reagan is a senior at Metropolitan State University of Denver…
Congratulations, Reagan Mungazi, winner of the Beacon Pointe Advisors Scholarship! Reagan is a senior at Metropolitan State University of Denver…
Liked by Jay Healy, CEPA, CFP®
Experience
Licenses & Certifications
Publications
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Seven Steps to Implement a Governance System for the Family Business
Memphis Business Journal
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Fundamental Indexes: Fixing a Problem you Didn't Know You Had
Memphis Business Journal
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What's Driving Your Estate Plan: Your Wallet or Your Heart?
Memphis Business Journal
This article stresses the importance of introducing value and communication into the estate planning process
Honors & Awards
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Best-in-State Wealth Advisor
Forbes Magazine and SHOOK Research
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
https://www.forbes.com/profile/jay-healy/?list=best-in-state-wealth-advisors/#427d5f4357f6
Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management…The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
https://www.forbes.com/profile/jay-healy/?list=best-in-state-wealth-advisors/#427d5f4357f6
Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Disclaimer here: https://www.centurywealth.com/disclaimer -
Awarded Five Star Professional designation for the last nine years
Memphis Magazine
The Five Star award recognizes outstanding professionals in the financial services industry. These professionals have shown a dedication to the customers and professional excellence.
https://www.fivestarprofessional.com/awardwinners/MEMWM
Disclaimer here: https://www.centurywealth.com/disclaimer -
Century Wealth Management shortlisted for prestigious Family Wealth Report Awards
Clearview Media and Family Wealth Report
The Family Wealth Report Awards showcase “best of breed” providers in the wealth management and family office industry. The awards are designed to recognize companies, teams, and individuals which the prestigious panel of judges deemed to have demonstrated innovation and excellence during 2014.
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Future 50 Advisory Firm
CityWire USA
Century Wealth Management was recognized as a Future 50 RIA by Citywire USA. The 50 firms represent a group of independent finance advisors who are collectively creating a new landscape of registered investment advisors. Disclaimer here: https://www.centurywealth.com/disclaimer
More activity by Jay
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A well-deserved recognition… keep up the fantastic work, team!
A well-deserved recognition… keep up the fantastic work, team!
Liked by Jay Healy, CEPA, CFP®
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It’s always inspiring to learn from industry leaders and peers. Excited to bring these insights back to our Beacon Pointe clients!
It’s always inspiring to learn from industry leaders and peers. Excited to bring these insights back to our Beacon Pointe clients!
Shared by Jay Healy, CEPA, CFP®
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We had an incredible turnout at our recent Financial Planning Symposium in Cherry Creek, Colorado. Over 70 Beacon Pointe team members gathered from…
We had an incredible turnout at our recent Financial Planning Symposium in Cherry Creek, Colorado. Over 70 Beacon Pointe team members gathered from…
Liked by Jay Healy, CEPA, CFP®
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Seeking to understand the current state of the market? Join my Beacon Pointe team’s live investment update on Tuesday, August 13th – event…
Seeking to understand the current state of the market? Join my Beacon Pointe team’s live investment update on Tuesday, August 13th – event…
Shared by Jay Healy, CEPA, CFP®
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What an unforgettable night meeting Keith Urban at the 2024 BNY Pershing #realinsite conference in Nashville!
What an unforgettable night meeting Keith Urban at the 2024 BNY Pershing #realinsite conference in Nashville!
Liked by Jay Healy, CEPA, CFP®
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Witness your child's journey into adulthood during college with peace of mind. With the help of our Beacon Pointe College Prep Checklist, families…
Witness your child's journey into adulthood during college with peace of mind. With the help of our Beacon Pointe College Prep Checklist, families…
Liked by Jay Healy, CEPA, CFP®
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We marked Parents Day with the grand finale of Beacon Pointe’s ‘Foundations of Finance’ series! In case you missed it, you can now access all six…
We marked Parents Day with the grand finale of Beacon Pointe’s ‘Foundations of Finance’ series! In case you missed it, you can now access all six…
Shared by Jay Healy, CEPA, CFP®
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Taking a moment to share some valuable market wisdom for investors! From market analysis to inflation insights, Charles Schwab Chief Investment…
Taking a moment to share some valuable market wisdom for investors! From market analysis to inflation insights, Charles Schwab Chief Investment…
Shared by Jay Healy, CEPA, CFP®
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In June, U.S. large-cap equities soared to new all-time highs, with the S&P 500 surging 3.6% and achieving a 15.3% year-to-date gain, driven by…
In June, U.S. large-cap equities soared to new all-time highs, with the S&P 500 surging 3.6% and achieving a 15.3% year-to-date gain, driven by…
Shared by Jay Healy, CEPA, CFP®
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Despite inflation concerns and geopolitical tensions, market optimism fueled by #AI advancements remains strong. #Nvidia’s staggering 150% return…
Despite inflation concerns and geopolitical tensions, market optimism fueled by #AI advancements remains strong. #Nvidia’s staggering 150% return…
Liked by Jay Healy, CEPA, CFP®
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Our Beacon Pointe New Orleans team recently teamed up with Junior Achievement of Greater New Orleans, Inc. to volunteer at their BizTown program…
Our Beacon Pointe New Orleans team recently teamed up with Junior Achievement of Greater New Orleans, Inc. to volunteer at their BizTown program…
Liked by Jay Healy, CEPA, CFP®
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Congratulations to Karen (Sarten) Reifel, CFP®, on your recognition from AdvisorHub as a top ‘Advisor to Watch’— Graham Pierce, Jonathan Acosta, JD…
Congratulations to Karen (Sarten) Reifel, CFP®, on your recognition from AdvisorHub as a top ‘Advisor to Watch’— Graham Pierce, Jonathan Acosta, JD…
Liked by Jay Healy, CEPA, CFP®
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Gabriel Husain Kennan with #PE insights… “you think about the uncertainty in the economy right now around growth, around earnings, around cost of…
Gabriel Husain Kennan with #PE insights… “you think about the uncertainty in the economy right now around growth, around earnings, around cost of…
Shared by Jay Healy, CEPA, CFP®
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