Jay Coulter
CFP®, CIMA®
Jay Coulter, CFP®, CIMA®
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."
coming in 2022
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.
BOOKS & PROGRAMS
Download complimentary digital copies of works and programs by Jay Coulter.
The Resilient Advisor by Jay Coulter
BUSINESS CONSULTING
The Resilient Advisor™ Consulting Program is for financial advisors & advisory firms that are looking for a systematic approach to their business.
INVEST WITH JAY
Jay manages money for a select group of clients at ResiIient Wealth. Services include portfolio management, financial planning and tax planning services to executives age 50+ in the financial services industry.
For disclosure information please see here.
ABOUT JAY
Jay Coulter, CFP®, CIMA® is an Investment Strategist & Business Consultant to Financial Advisors, teams and firms. He is the Executive Producer of FinancialAdvisor.TV and the Managing Partner of Resilient Wealth.
He is the host of The Resilient Advisor™ Show and is the author of The Resilient Advisory Business, The Resilient Advisor and Conquer Worry.
Jay leverages his 20+ 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.