Memphis, TN

Meet Our Advisory Team

1715 Aaron Brenner Drive, Suite 218, Memphis, TN, 38120, USA

Our Memphis-based financial advisors offer personalized financial planning and investment management services to individuals, families, and private foundations. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving a diverse range of clients, including business owners and entrepreneurs throughout the Memphis metropolitan area. If you’re searching for a financial advisor in Memphis, TN, our team is ready to support you and your financial goals.

(901) 850-5532

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

Outstanding! Partner, Managing Director Jay Healy and his team consistently go above and beyond with prompt, wise, professionalism and personal care and communications. The team’s collaboration, attention to detail, and accessibility in times of need are priceless. I recommend this office without reservation.

This Memphis team is not only financially trusted by me, but I put my trust, friendship and confidence in all Jay, Ryan, KC and William have done for me over the years. They all put themselves ‘out’ to communicate clearly and positively and make me feel like I’m their only client! Kudos to the best team ever!

I would recommend Jay and his team to anyone seeking financial management. Their professionalism and customer service is second to none.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.