Jay Coulter, CFP®, CIMA®
"My professional mission is to have a significant impact on the retirement crisis by empowering financial advisors to better serve their clients."
join my new advisor community!
RESILIENT ADVISOR SHOW
The Resilient Advisor Show is focused on bringing Financial Advisors best-in-class strategies, resources and thought leaders. Each show is designed to be both entertaining and educational.
The Resilient Advisor™ Consulting Program is for financial advisors & advisory firms that are looking for a systematic approach to their business.
Jay Coulter, CFP®, CIMA® is the owner of Resilient Advisor, an Investment Research & Business Consulting firm that works with Financial Advisors, teams and firms. He is the Executive Producer of FinancialAdvisor.TV and the Managing Partner of Resilient Wealth, an independent RIA.
Jay leverages his 25+ years of experience in the investment management industry working for industry leaders such as Morgan Stanley, Lehman Brothers, Guggenheim and Charles Schwab to help his clients implement systems designed to improve business performance.
His previous responsibilities have included managing a $250,000,000 financial planning and investment advisory practice at Morgan Stanley and building out a $500,000,000+ commodity Exchange Traded Fund that was sold to Wisdom Tree.
Jay also founded and built the non-profit organization ConquerWorry.org™. It has grown into a global platform with over 175,000 followers on social media, a popular blog that receives tens of thousands of monthly views and hosts guest posts from contributors from around the world. He also produced The ConquerWorry™ Podcast which has been downloaded in over 90 countries, featuring Olympians, NFL players, Hall of Fame college football and basketball coaches as well as players. Today the organization's non-profit initiatives and podcast are run by a team of volunteers from 5 different continents.
Jay holds an M.B.A. from the Goizueta Business School at Emory University and a B.S. in Business Management from The University of Tennessee. He has earned the Certified Investment Management Analyst® and Certified Financial Planner® designations.