Empower Financial Advisors to have an impact on the retirement crisis and better serve their clients.
How we do it
Jay Coulter, CFP®, CIMA® is an Investment Strategist & Business Consultant to financial advisors, teams and firms.
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.