Meet Our Advisory Team
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 & 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.
Connect with Us
I would recommend Jay and his team to anyone seeking financial management. Their professionalism and customer service is second to none.
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!
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.
I would recommend Jay and his team to anyone seeking financial management. Their professionalism and customer service is second to none.
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!
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.
Managing Directors
Jay Healy, CEPA, CFP®
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.
Wealth Advisors
KC Griffin
Senior Associate Wealth Advisor
KC is a Senior 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.
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.
Client Service & Operations
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
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
