Head of Belpointe Asset Management’s Sports and Entertainment Group, Senior Wealth Advisor, Jay Meadors provides his clients with wealth management oversight and guidance focusing on developing strategic and tactical asset allocation and professional asset management utilizing top managers and research throughout the world.
Jay has carried over his work ethic from college football into his practice where he delivers wealth management solutions to high net worth individuals and professional athletes, coaches, and their families. Jay has been a wealth manager in Charlotte, NC since 2007, where he is actively involved in the community.
Jay attended Elon University on an athletic scholarship and graduated with a Bachelor’s Degree in finance and business management. After graduation, Jay began a career in financial service industry and ran the Investment and Financial Planning division of a small independent practice, prior to joining Merrill Lynch in 2011. Jay has continued to stay committed to improving his knowledge to best serve his clients and currently holds the designation of Accredited Asset Management Specialist (“AAMS” ®); as well as Accredited Wealth Management Advisor (AAMA ®) from the College for Financial Planning; and Certified Private Wealth Advisor (CPWA ®) from IMCA. He also trains Financial Advisors through the local mentoring program.
Jay’s commitments on and off the field at Elon University resulted in him being named to the Southern Conference Academic Honor Roll 8 times, as well as being one of the team’s leading rushers and receivers. He also lettered as a running back for the D-1 Phoenix. He is a NFLPA Registered Player Financial Advisor and has given financial education presentations to the Carolina Panthers and Atlanta Braves in the past. Jay, his wife Kara, daughter Addison, and son Grayson live in Waxhaw, NC.
LICENSES AND CREDENTIALS
Elon University Bachelor of Science in Finance and Business Management,
Securities Examinations: Series 6, 7, 63, 65, Life and Health Insurance
AAMS ® – Accredited Asset Management Specialist
AWMA ® – Accredited Wealth Management Advisor
CPWA ® – Certified Private Wealth Advisor