Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Memphis, TN
Beacon Pointe is a Memphis based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with individuals, families, institutions, and defined contribution plans. Our team of investment advisors and financial planners in Memphis focuses on full service financial planning and research driven investments. We help the families we serve build wealth, live off their wealth, and leave a legacy for future generations.
Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.
We look forward to connecting with you virtually or at our Memphis office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Memphis Financial Advisor Team
Jay Healy, CFP®, CEPA
Partner, Managing Director
Jay Healy is a partner and the Managing Director of the Beacon Pointe Memphis office. He works with clients to help them clarify and achieve their long-term goals. Prior to joining Beacon Pointe, Jay founded Century Wealth Management, which merged with Beacon Pointe in 2021. Before building Century Wealth Management, Jay spent fifteen years in the music industry, collaborating with artists such as Billy Joel, Mariah Carey, REM, and Live, before leaving this line of work in 2000. Jay attended Houghton College, earned his MBA from Christian Brother’s University, and holds the designations of Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA). Jay is actively involved in the Memphis community and currently serves as a board member and investment committee chair for the Community Foundation of Greater Memphis. His past board service includes serving as President of The Economic Club of Memphis and The RISE Foundation and as a board member for Leadership Memphis, FPA of Greater Memphis, and others. Outside of the office, Jay is an accomplished runner, an aspiring golfer, and loves to travel with his wife and three children.
KC Griffin
Associate Wealth Advisor
KC is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Prior to joining Beacon Pointe, KC gained experience in a variety of industries including financial markets, behavioral health, and college athletics. KC graduated from the University of Memphis with a bachelor’s degree in Economics and was a member of the Division I Men’s Tennis team. Outside of the office, KC enjoys traveling, playing pickleball, and learning about all things health and fitness.
Ryan Harris, FPQP®
Senior Relationship Manager
Ryan is a Senior Relationship Manager within the Beacon Pointe Memphis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Ryan began her career working for the Trust Department at A.G. Edwards & Sons. She went on to hold roles as an account reconciliation administrator for Highland Capital Management and an account administrator for NewSouth Capital Management before eventually serving as an Associate Advisor at Century Wealth Management. Ryan graduated from The University of Mississippi with a bachelor’s degree in Leisure Management and is a Financial Paraplanner Qualified Professional (FPQP®). She currently serves on the Town Committee Board and the Tennessee State Board for the National Society of The Colonial Dames of America. Outside of the office, Ryan loves spending time with her husband and their three dogs at Pickwick Lake.
Stephanie Flanagan
Office Manager
William Gates, CFP®
Wealth Advisor
William is a Wealth Advisor based in Beacon Pointe’s Memphis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. William has worked as an advisor since 2006 and previously worked with Legacy Wealth Management and Delta Asset Management. William is a Certified Financial Planner™ (CFP®) and graduated from the University of Mississippi, earning his International Studies and Managerial Finance degrees. Outside of the office, William is busy spending time with his wife and three children. He is usually found coaching lacrosse or volunteering with the Boy Scouts.
Meet the Memphis Financial Advisor Team
Jay Healy, CFP®, CEPA
Partner, Managing Director
Jay Healy is a partner and the Managing Director of the Beacon Pointe Memphis office. He works with clients to help them clarify and achieve their long-term goals. Prior to joining Beacon Pointe, Jay founded Century Wealth Management, which merged with Beacon Pointe in 2021. Before building Century Wealth Management, Jay spent fifteen years in the music industry, collaborating with artists such as Billy Joel, Mariah Carey, REM, and Live, before leaving this line of work in 2000. Jay attended Houghton College, earned his MBA from Christian Brother’s University, and holds the designations of Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA). Jay is actively involved in the Memphis community and currently serves as a board member and investment committee chair for the Community Foundation of Greater Memphis. His past board service includes serving as President of The Economic Club of Memphis and The RISE Foundation and as a board member for Leadership Memphis, FPA of Greater Memphis, and others. Outside of the office, Jay is an accomplished runner, an aspiring golfer, and loves to travel with his wife and three children.
KC Griffin
Associate Wealth Advisor
KC is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Prior to joining Beacon Pointe, KC gained experience in a variety of industries including financial markets, behavioral health, and college athletics. KC graduated from the University of Memphis with a bachelor’s degree in Economics and was a member of the Division I Men’s Tennis team. Outside of the office, KC enjoys traveling, playing pickleball, and learning about all things health and fitness.
Ryan Harris, FPQP®
Senior Relationship Manager
Ryan is a Senior Relationship Manager within the Beacon Pointe Memphis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Ryan began her career working for the Trust Department at A.G. Edwards & Sons. She went on to hold roles as an account reconciliation administrator for Highland Capital Management and an account administrator for NewSouth Capital Management before eventually serving as an Associate Advisor at Century Wealth Management. Ryan graduated from The University of Mississippi with a bachelor’s degree in Leisure Management and is a Financial Paraplanner Qualified Professional (FPQP®). She currently serves on the Town Committee Board and the Tennessee State Board for the National Society of The Colonial Dames of America. Outside of the office, Ryan loves spending time with her husband and their three dogs at Pickwick Lake.
Stephanie Flanagan
Office Manager
William Gates, CFP®
Wealth Advisor
William is a Wealth Advisor based in Beacon Pointe’s Memphis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. William has worked as an advisor since 2006 and previously worked with Legacy Wealth Management and Delta Asset Management. William is a Certified Financial Planner™ (CFP®) and graduated from the University of Mississippi, earning his International Studies and Managerial Finance degrees. Outside of the office, William is busy spending time with his wife and three children. He is usually found coaching lacrosse or volunteering with the Boy Scouts.
Meet the Memphis Financial Advisor Team
Jay Healy, CFP®, CEPA
Partner, Managing Director
Jay Healy is a partner and the Managing Director of the Beacon Pointe Memphis office. He works with clients to help them clarify and achieve their long-term goals. Prior to joining Beacon Pointe, Jay founded Century Wealth Management, which merged with Beacon Pointe in 2021. Before building Century Wealth Management, Jay spent fifteen years in the music industry, collaborating with artists such as Billy Joel, Mariah Carey, REM, and Live, before leaving this line of work in 2000. Jay attended Houghton College, earned his MBA from Christian Brother’s University, and holds the designations of Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA). Jay is actively involved in the Memphis community and currently serves as a board member and investment committee chair for the Community Foundation of Greater Memphis. His past board service includes serving as President of The Economic Club of Memphis and The RISE Foundation and as a board member for Leadership Memphis, FPA of Greater Memphis, and others. Outside of the office, Jay is an accomplished runner, an aspiring golfer, and loves to travel with his wife and three children.
KC Griffin
Associate Wealth Advisor
KC is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Prior to joining Beacon Pointe, KC gained experience in a variety of industries including financial markets, behavioral health, and college athletics. KC graduated from the University of Memphis with a bachelor’s degree in Economics and was a member of the Division I Men’s Tennis team. Outside of the office, KC enjoys traveling, playing pickleball, and learning about all things health and fitness.
Ryan Harris, FPQP®
Senior Relationship Manager
Ryan is a Senior Relationship Manager within the Beacon Pointe Memphis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Ryan began her career working for the Trust Department at A.G. Edwards & Sons. She went on to hold roles as an account reconciliation administrator for Highland Capital Management and an account administrator for NewSouth Capital Management before eventually serving as an Associate Advisor at Century Wealth Management. Ryan graduated from The University of Mississippi with a bachelor’s degree in Leisure Management and is a Financial Paraplanner Qualified Professional (FPQP®). She currently serves on the Town Committee Board and the Tennessee State Board for the National Society of The Colonial Dames of America. Outside of the office, Ryan loves spending time with her husband and their three dogs at Pickwick Lake.
Stephanie Flanagan
Office Manager
William Gates, CFP®
Wealth Advisor
William is a Wealth Advisor based in Beacon Pointe’s Memphis office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. William has worked as an advisor since 2006 and previously worked with Legacy Wealth Management and Delta Asset Management. William is a Certified Financial Planner™ (CFP®) and graduated from the University of Mississippi, earning his International Studies and Managerial Finance degrees. Outside of the office, William is busy spending time with his wife and three children. He is usually found coaching lacrosse or volunteering with the Boy Scouts.
Connect with one of our trusted Financial Advisors in Memphis, TN.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
