AeroLeads people directory · profile

Jay Healy, Cfp®, Cepa®, Cap® Email & Phone Number

Certified Financial Planner® | Partner, Managing Director at Beacon Pointe Advisors | Entrepreneurial Insights Podcast Host at Beacon Pointe
Location: Collierville, Tennessee, United States 11 work roles
1 work email found @beaconpointe.com 4 phones found area 901 LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email · 4 phones

Work email j****@beaconpointe.com
Direct phone (901) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Pointe
Role
Certified Financial Planner® | Partner, Managing Director at Beacon Pointe Advisors | Entrepreneurial Insights Podcast Host
Location
Collierville, Tennessee, United States
Company size
186 employees

Who is Jay Healy, Cfp®, Cepa®, Cap®? Overview

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Quick answer

Jay Healy, Cfp®, Cepa®, Cap® is listed as Certified Financial Planner® | Partner, Managing Director at Beacon Pointe Advisors | Entrepreneurial Insights Podcast Host at Beacon Pointe, a company with 186 employees, based in Collierville, Tennessee, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 901, and a matched LinkedIn profile for Jay Healy, Cfp®, Cepa®, Cap®.

Jay Healy, Cfp®, Cepa®, Cap® previously worked as Partner, Managing Director at Beacon Pointe and Podcaster at Entrepreneurial Insights.

Company email context

Email format at Beacon Pointe

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*@beaconpointe.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jay Healy, Cfp®, Cepa®, Cap®. Compare company email patterns before reaching out.

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Profile bio

About Jay Healy, Cfp®, Cepa®, Cap®

Two life-long passions - music and investing - provided the foundation for my professional pursuits. Prior to founding Century Wealth Management, I spent fifteen years in the music business collaborating with artists such as Billy Joel, Mariah Carey, REM, and Live, before retiring from this line of work in 2000.Leveraging my experience managing my own investments, in 1999 I set out to build Century Wealth Management. I'm driven by a passion to help clients navigate the opportunities and obstacles they face in managing their wealth.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing

Listed skills include Wealth Management, Estate Planning, Risk Management, Alternative Investments, and 8 others.

Current workplace

Jay Healy, Cfp®, Cepa®, Cap®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe
Beacon Pointe
Certified Financial Planner® | Partner, Managing Director at Beacon Pointe Advisors | Entrepreneurial Insights Podcast Host
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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Company profile
View company profile Email format
11 roles · 41 years

Jay Healy, Cfp®, Cepa®, Cap® work experience

A career timeline built from the work history available for this profile.

Partner, Managing Director

Current
Beacon Pointe
Jan 2022 - Present

Podcaster

Current
Entrepreneurial Insights

Memphis, Tennessee, United States

Dec 2019 - Present

Board Member

Current
Regional One Health Foundation

Memphis, Tennessee, United States

Mar 2021 - Present

Founder And President

Century Wealth Management
Aug 2000 - Jan 2022

Board Member

The Rise Foundation
Apr 2002 - Dec 2011

Record Producer

Self Employed
Jan 1996 - Jun 2000

Independent Recording Engineer

Self Employed
Jan 1987 - Dec 1995

Staff Engineer

The Hit Factory
1985 - 1988 ~3 yrs
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

CW Christina White, Cfp® Christina White, Cfp® Colleague at Beacon Pointe Columbia, Maryland, United States, United States View → JO Jason Overholtzer, Cfa Jason Overholtzer, Cfa Colleague at Beacon Pointe Newport Beach, California, United States, United States View → TB Tyler Brock, Cfp® Tyler Brock, Cfp® Colleague at Beacon Pointe San Francisco, California, United States, United States View → JB Jill Broder Steinberg, Mba, Cdfa® Jill Broder Steinberg, Mba, Cdfa® Colleague at Beacon Pointe Bala-Cynwyd, Pennsylvania, United States, United States View → NB Noah Brown Noah Brown Colleague at Beacon Pointe Newport Beach, California, United States, United States View → CL Cherri Ledbetter Cherri Ledbetter Colleague at Beacon Pointe Oklahoma City, Oklahoma, United States, United States View → MM Mark Moehlman Mark Moehlman Colleague at Beacon Pointe Newport Beach, California, United States, United States View → CP Chris Palermo, Cfa, Cfp® Chris Palermo, Cfa, Cfp® Colleague at Beacon Pointe Greater Phoenix Area, United States View → CJ Cathy Jenson, Cfp® Cathy Jenson, Cfp® Colleague at Beacon Pointe Greater Minneapolis-St. Paul Area, United States View → FM Flynn Mcdonnell Flynn Mcdonnell Colleague at Beacon Pointe Greater Boston, United States View →
FAQ

Frequently asked questions about Jay Healy, Cfp®, Cepa®, Cap®

Quick answers generated from the profile data available on this page.

What company does Jay Healy, Cfp®, Cepa®, Cap® work for?

Jay Healy, Cfp®, Cepa®, Cap® works for Beacon Pointe.

What is Jay Healy, Cfp®, Cepa®, Cap®'s role at Beacon Pointe?

Jay Healy, Cfp®, Cepa®, Cap® is listed as Certified Financial Planner® | Partner, Managing Director at Beacon Pointe Advisors | Entrepreneurial Insights Podcast Host at Beacon Pointe.

What is Jay Healy, Cfp®, Cepa®, Cap®'s email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Jay Healy, Cfp®, Cepa®, Cap® at Beacon Pointe.

What is Jay Healy, Cfp®, Cepa®, Cap®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 901 for Jay Healy, Cfp®, Cepa®, Cap® at Beacon Pointe.

Where is Jay Healy, Cfp®, Cepa®, Cap® based?

Jay Healy, Cfp®, Cepa®, Cap® is based in Collierville, Tennessee, United States while working with Beacon Pointe.

What companies has Jay Healy, Cfp®, Cepa®, Cap® worked for?

Jay Healy, Cfp®, Cepa®, Cap® has worked for Beacon Pointe, Entrepreneurial Insights, Community Foundation Of Greater Memphis, Regional One Health Foundation, and Century Wealth Management.

Who are Jay Healy, Cfp®, Cepa®, Cap®'s colleagues at Beacon Pointe?

Jay Healy, Cfp®, Cepa®, Cap®'s colleagues at Beacon Pointe include Christina White, Cfp®, Jason Overholtzer, Cfa, Tyler Brock, Cfp®, Jill Broder Steinberg, Mba, Cdfa®, and Noah Brown.

How can I contact Jay Healy, Cfp®, Cepa®, Cap®?

You can use AeroLeads to view verified contact signals for Jay Healy, Cfp®, Cepa®, Cap® at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What skills is Jay Healy, Cfp®, Cepa®, Cap® known for?

Jay Healy, Cfp®, Cepa®, Cap® is listed with skills including Wealth Management, Estate Planning, Risk Management, Alternative Investments, Investment Strategies, Listening, Speaking Engagements, and Asset Management.

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