Jay Coulter, MBA, CIMA®, CFP®

Financial Services Marketing Consultant

Jay has spent 20 years in the financial services industry working for industry leaders such as Morgan Stanley, Lehman Brothers, Guggenheim and Charles Schwab. He 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. Jay has earned the Certified Investment Management Analyst® and Certified Financial Planner® designations.

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