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FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worthMATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth DEREK NEWCOMER, CFA, CAIA Derek Newcomer, CFA, CAIA Director, Investment Research. Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA).STEPHEN MARSHALL
Stephen Marshall Director of Asset Allocation. Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting.COMMIE STEVENS, JD
Commie Stevens, JDChief Practice Officer, Managing Director of Wealth Planning. Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commiepracticed
SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
GRAHAM PIERCE
Graham Pierce, MBA Partner, Managing Director. Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private ClientFINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worthMATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth DEREK NEWCOMER, CFA, CAIA Derek Newcomer, CFA, CAIA Director, Investment Research. Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA).STEPHEN MARSHALL
Stephen Marshall Director of Asset Allocation. Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting.COMMIE STEVENS, JD
Commie Stevens, JDChief Practice Officer, Managing Director of Wealth Planning. Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commiepracticed
SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
GRAHAM PIERCE
Graham Pierce, MBA Partner, Managing Director. Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private Client OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office.ACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. Our unique Beacon Pointe program key that you will need to setup your account is YWH2. INVESTMENTNEWS RECOGNIZES BEACON POINTE WEALTH ADVISOR Beacon Pointe Wealth Advisor, Kate Pettee, has been included in the InvestmentNews ‘40 Under 40’ recognition program. This is the eighth annual feature, which profiles a list of outstanding up-and-comers, including financial advisors and young professionals, from fintech, asset management and socially responsible investingworlds.
DEREK NEWCOMER, CFA, CAIA Derek Newcomer, CFA, CAIA Director, Investment Research. Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine CHARLESTON, SC FINANCIAL ADVISOR Call Charleston, Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 103 Palm BoulevardUnit 2-D, Isle of Palms, SC 29451. MICHAEL DOW, CAIA, CFA, CPA* Michael G. Dow, CAIA, CFA, CPA* Chief Investment Officer. Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. He is also the host of Beacon Pointe’s Markets in Motion, a quick fifteen-minute podcast series designed to provide listeners with regular updates on the economy and investments. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202.GRAHAM PIERCE
Graham Pierce, MBA Partner, Managing Director. Graham oversees the private client advisory team and is a member of the Beacon Pointe Investment Committee and Board of Directors. He started his career in New York City in 1993 where he worked in the Private ClientFINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. DEREK NEWCOMER, CFA, CAIA Derek Newcomer, CFA, CAIA Director, Investment Research. Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA*Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTIRICK WETMORE, CFA
Rick Wetmore, CFA Senior Wealth Advisor. Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Advisors.He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealthplanning services.
JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financialCRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. DEREK NEWCOMER, CFA, CAIA Derek Newcomer, CFA, CAIA Director, Investment Research. Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA*Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTIRICK WETMORE, CFA
Rick Wetmore, CFA Senior Wealth Advisor. Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Advisors.He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealthplanning services.
JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financialCRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office. DEREK NEWCOMER, CFA, CAIA Derek Newcomer, CFA, CAIA Director, Investment Research. Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine CHARLESTON, SC FINANCIAL ADVISOR Call Charleston, Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 103 Palm BoulevardUnit 2-D, Isle of Palms, SC 29451. MICHAEL DOW, CAIA, CFA, CPA* Michael G. Dow, CAIA, CFA, CPA* Chief Investment Officer. Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. He is also the host of Beacon Pointe’s Markets in Motion, a quick fifteen-minute podcast series designed to provide listeners with regular updates on the economy and investments. WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. PLANNING THROUGH THE AGES: TOP TIPS FOR 80 SOMETHINGS Here’s our list of top financial tips for those over age 80 to help you enjoy your life and keep financial stress at bay. 1. Review Your Income and Expenses. It’s a good idea to tally your income from Social Security, any pensions and required distributions from retirement accounts and compare it WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T DOES YOUR RETIREMENT PLAN NEED AN INVESTMENT POLICY STATEMENT? Winning retirement plans have and follow investment policy statements (IPS). Like a coach’s playbook, an IPS is a guide for how to make investment decisions. An IPS offers a framework for decisions to ensure that they are made according to the plan’s goals and values.FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office.ACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. Our unique Beacon Pointe program key that you will need to setup your account is YWH2. INVESTMENTNEWS RECOGNIZES BEACON POINTE WEALTH ADVISOR Beacon Pointe Wealth Advisor, Kate Pettee, has been included in the InvestmentNews ‘40 Under 40’ recognition program. This is the eighth annual feature, which profiles a list of outstanding up-and-comers, including financial advisors and young professionals, from fintech, asset management and socially responsible investingworlds.
PODCASTS - BEACON POINTE ADVISORS DOLLARS & SENSE – A Podcast. Providing listeners with relatable financial advice to help navigate various life stages and major life events in an entertaining, informative manner, escaping the dryness often associated with the topic of personal finance. Co-hosts Coby Cress, CFP® and Karen Reifel, CFP® make sense of a variety of topics CHARLESTON, SC FINANCIAL ADVISOR Call Charleston, Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 103 Palm BoulevardUnit 2-D, Isle of Palms, SC 29451. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202. MICHAEL DOW, CAIA, CFA, CPA* Michael G. Dow, CAIA, CFA, CPA* Chief Investment Officer. Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. He is also the host of Beacon Pointe’s Markets in Motion, a quick fifteen-minute podcast series designed to provide listeners with regular updates on the economy and investments.SHANNON EUSEY
Shannon Eusey Chief Executive Officer. Shannon Eusey is the Chief Executive Officer of Beacon Pointe Advisors and a member of Beacon Pointe’s Investment Committee. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investments (SRI) for several years. GREENVILLE, SC FINANCIAL ADVISOR Greenville, South Carolina Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 619 Halton Road, Greenville, SC 29607.FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships.ACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. Our unique Beacon Pointe program key that you will need to setup your account is YWH2. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office. INVESTMENTNEWS RECOGNIZES BEACON POINTE WEALTH ADVISOR Beacon Pointe Wealth Advisor, Kate Pettee, has been included in the InvestmentNews ‘40 Under 40’ recognition program. This is the eighth annual feature, which profiles a list of outstanding up-and-comers, including financial advisors and young professionals, from fintech, asset management and socially responsible investingworlds.
CHARLESTON, SC FINANCIAL ADVISOR Call Charleston, Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 103 Palm BoulevardUnit 2-D, Isle of Palms, SC 29451. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202. MICHAEL DOW, CAIA, CFA, CPA* Michael G. Dow, CAIA, CFA, CPA* Chief Investment Officer. Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. He is also the host of Beacon Pointe’s Markets in Motion, a quick fifteen-minute podcast series designed to provide listeners with regular updates on the economy and investments. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial GREENVILLE, SC FINANCIAL ADVISOR Greenville, South Carolina Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 619 Halton Road, Greenville, SC 29607.FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships.ACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. Our unique Beacon Pointe program key that you will need to setup your account is YWH2. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office. INVESTMENTNEWS RECOGNIZES BEACON POINTE WEALTH ADVISOR Beacon Pointe Wealth Advisor, Kate Pettee, has been included in the InvestmentNews ‘40 Under 40’ recognition program. This is the eighth annual feature, which profiles a list of outstanding up-and-comers, including financial advisors and young professionals, from fintech, asset management and socially responsible investingworlds.
CHARLESTON, SC FINANCIAL ADVISOR Call Charleston, Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 103 Palm BoulevardUnit 2-D, Isle of Palms, SC 29451. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202. MICHAEL DOW, CAIA, CFA, CPA* Michael G. Dow, CAIA, CFA, CPA* Chief Investment Officer. Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. He is also the host of Beacon Pointe’s Markets in Motion, a quick fifteen-minute podcast series designed to provide listeners with regular updates on the economy and investments. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial GREENVILLE, SC FINANCIAL ADVISOR Greenville, South Carolina Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 619 Halton Road, Greenville, SC 29607.FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships.ACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. Our unique Beacon Pointe program key that you will need to setup your account is YWH2. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office. INVESTMENTNEWS RECOGNIZES BEACON POINTE WEALTH ADVISOR Beacon Pointe Wealth Advisor, Kate Pettee, has been included in the InvestmentNews ‘40 Under 40’ recognition program. This is the eighth annual feature, which profiles a list of outstanding up-and-comers, including financial advisors and young professionals, from fintech, asset management and socially responsible investingworlds.
CHARLESTON, SC FINANCIAL ADVISOR Call Charleston, Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 103 Palm BoulevardUnit 2-D, Isle of Palms, SC 29451. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202. MICHAEL DOW, CAIA, CFA, CPA* Michael G. Dow, CAIA, CFA, CPA* Chief Investment Officer. Michael is the Chief Investment Officer of Beacon Pointe Advisors and the Chairman of the Beacon Pointe Investment Committee. He is also the host of Beacon Pointe’s Markets in Motion, a quick fifteen-minute podcast series designed to provide listeners with regular updates on the economy and investments. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial GREENVILLE, SC FINANCIAL ADVISOR Greenville, South Carolina Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 619 Halton Road, Greenville, SC 29607.FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive.MATT B. COOPER
Matthew B. Cooper Partner, President, Beacon Pointe Advisors. Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury BRANDON BAKER, CFA, CFP® Brandon Baker, CFA, CFP® Senior Wealth Advisor. Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA* Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019.RICK WETMORE, CFA
Rick Wetmore, CFA Senior Wealth Advisor. Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Advisors.He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealthplanning services.
PAIGE L. GOLL
Paige L. Goll Principal, Senior Strategic Investment Advisor. Paige is a Senior Strategic Investment Advisor at Beacon Pointe Advisors and works closely with the Managing Director in developing strategies to grow the Florida office.CRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive.MATT B. COOPER
Matthew B. Cooper Partner, President, Beacon Pointe Advisors. Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury BRANDON BAKER, CFA, CFP® Brandon Baker, CFA, CFP® Senior Wealth Advisor. Brandon is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA* Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019.RICK WETMORE, CFA
Rick Wetmore, CFA Senior Wealth Advisor. Rick is a Senior Wealth Advisor in the Boston office of Beacon Pointe Advisors.He is responsible for providing family offices, high net worth individuals and foundations with customized investment management and wealthplanning services.
PAIGE L. GOLL
Paige L. Goll Principal, Senior Strategic Investment Advisor. Paige is a Senior Strategic Investment Advisor at Beacon Pointe Advisors and works closely with the Managing Director in developing strategies to grow the Florida office.CRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
CONTACT US - BEACON POINTE ADVISORS You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. OFFICE MANAGEMENT ASSOCIATE Beacon Pointe provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202. BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M. Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm.STEPHEN MARSHALL
Stephen Marshall Director of Asset Allocation. Stephen oversees Beacon Pointe’s asset allocation efforts focusing on portfolio modeling and construction, and is also a significant contributor to the firm’s investment research and due diligence efforts. Prior to joining Beacon Pointe, Stephen was a Managing Director and the Head of Asset Allocation for Wilshire Consulting. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. DEREK NEWCOMER, CFA, CAIA Derek Newcomer, CFA, CAIA Director, Investment Research. Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Derek held the role of Vice President at CRESO Capital Partners, Newport Beach, California, an investment banking firm focused on mezzanine SCOTT PLAMONDON, CLU®, CHFC® Scott Plamondon, CLU®, ChFC® Vice President, Beacon Pointe Insurance Services. Scott is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. For over two decades, Scott has focused on helping individuals and business owners plan for retirement, protect their families and businesses BEACON POINTE WELCOMES MICHAEL DOW AS CIO Before joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bond, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products.KENNETH B. KANN
Kenneth B. Kann, MBA Regional Director, Wealth Advisor. Kenneth Kann is a Regional Director and Wealth Advisor in the Beacon Pointe Advisors (BPA) Arizona office, and is responsible for client service and new client development. With 28 years of experience in the financial industry, Ken has extensive knowledge of investments, insurance, tax, estate and retirement planning.FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
OFFICE MANAGEMENT ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth CLIENT SERVICE ASSOCIATE Beacon Pointe Advisors is a Registered Investment Advisor with headquarters in Southern California, 17 affiliate offices nationwide and 200+ employees. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth BRANDON BAKER, CFA, CFP® Brandon received his BA from the University of Colorado at Boulder and is a CFA Charterholder and Certified Financial Planner (CFP®). He enjoys spending time with his wife, son and daughter at their home in Newport Beach, as well as skiing, mountain biking, and being outdoors. Email: bbaker@beaconpointe.com. Telephone: (949) 478-7434. CHARLES E. CARRICK, CFP®, CHFC Charles (Chuck) Carrick is a Partner and Managing Director in Beacon Pointe’s North Carolina office and brings 30+ years of financial planning experience to the clients he serves. Prior to joining Beacon Pointe Advisors, Chuck was the Managing Partner for two decades at DMJ Wealth Advisors, LLC (DMJWA). BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T SHERYL W. AUSTIN, CFP®, CHFC, CLU Sheryl W. Austin, CFP®, ChFC, CLU Partner, Managing Director. Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financialgoals.
CHARITABLE REMAINDER TRUST (CRT): INDUSTRY SPECIALIST Q&A A Charitable Remainder Trust is an irrevocable legal trust instrument created under the authority of the Internal Revenue Service Code Section 664. This irrevocable trust has two primary purposes: (1) to distribute a fixed percentage of its assets to a non-charitable beneficiary, and (2) at the expiration of a specified time (a datecertain or
OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office. WINTER PARK-ORLANDO, FL FINANCIAL ADVISOR Call Winter Park-Orlando, FL Top Financial Advisor of Beacon Pointe @ (407) 629-7008 for an appointment today or visit us at 1400 W. Fairbanks Ave., Ste 202. VERO BEACH, FL FINANCIAL ADVISOR Call Vero Beach, FL Top Financial Advisor of Beacon Pointe @ (772) 234-6455 for an appointment today or visit us at 819 Beachland Boulevard, Vero Beach, FL 32963. ERIC WITTE - BEACON POINTE ADVISORS Eric is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With over 24 years of experience in the financial services industry, Eric has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Eric co-founded Ironmark Advisors LLC in Plano,Texas, a
MICHAEL H. KANE, CFA® Michael H. Kane, CFA® Partner, Managing Director. Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience.PAIGE L. GOLL
Paige is a Senior Strategic Investment Advisor at Beacon Pointe Advisors and works closely with the Managing Director in developing strategies to grow the Florida office. She is responsible for developing and implementing investment strategies for the firm in addition to conducting extensive market research, fund and manager duediligence. She
WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury GREENVILLE, SC FINANCIAL ADVISOR Greenville, South Carolina Top Financial Advisor of Beacon Pointe @ (864) 235-1428 for an appointment today or visit us at 619 Halton Road, Greenville, SC 29607. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financialFINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at CanterburyCRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
COMMIE STEVENS, JD
Commie Stevens, JDChief Practice Officer, Managing Director of Wealth Planning. Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commiepracticed
JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA*Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTIFINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at CanterburyCRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
COMMIE STEVENS, JD
Commie Stevens, JDChief Practice Officer, Managing Director of Wealth Planning. Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commiepracticed
JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA*Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTIACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. Our unique Beacon Pointe program key that you will need to setup your account is YWH2. CARA BARR - BEACON POINTE ADVISORS Cara Barr, M.B.A. Senior Wealth Advisor. Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors. With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. SUMMIT, NJ FINANCIAL ADVISOR New York, Connecticut and New Jersey (Tri-State Area) Team. Beacon Pointe is a Tri-State area (New York, Connecticut and New Jersey) based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families.PAIGE L. GOLL
Paige is a Senior Strategic Investment Advisor at Beacon Pointe Advisors and works closely with the Managing Director in developing strategies to grow the Florida office. She is responsible for developing and implementing investment strategies for the firm in addition to conducting extensive market research, fund and manager duediligence. She
BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T MICHAEL H. KANE, CFA® Michael H. Kane, CFA® Partner, Managing Director. Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. IAN BLANCHARD, AIF© Ian Blanchard, AIF© Wealth Advisor. Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. SHANNON EAVES, PHRCA® Shannon Eaves, PHRca® Director, Human Capital. Shannon is the Director of Human Capital and leads the Beacon Pointe Human Resources Department. She is responsible for providing strategic guidance and leadership for all aspects of the human resources function. PLANNING THROUGH THE AGES: TOP TIPS FOR 80 SOMETHINGS Here’s our list of top financial tips for those over age 80 to help you enjoy your life and keep financial stress at bay. 1. Review Your Income and Expenses. It’s a good idea to tally your income from Social Security, any pensions and required distributions from retirement accounts and compare it BEACON POINTE WELCOMES MICHAEL DOW AS CIO Beacon Pointe Welcomes Michael Dow as CIO. Newport Beach, California – November 6, 2018 – Beacon Pointe Advisors has hired Michael Dow, CFA, CPA, as Chief Investment Officer. Michael has also been named Chairman of the 14-member Beacon Pointe Investment Committee. “We are very excited for Michael to join our team,” states Shannon EuseyFINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at CanterburyCRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
COMMIE STEVENS, JD
Commie Stevens, JDChief Practice Officer, Managing Director of Wealth Planning. Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commiepracticed
JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA*Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTIFINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS Our Firm. As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families. Founded in. 2002. Headquartered in Newport Beach, CA. with 21 offices across the U.S. 7,500+. Client Relationships. CONTACT US - BEACON POINTE ADVISORS New York, New Jersey& Connecticut. 47 Maple Street, Suite 306. Summit, NJ 07901. Phone:(973) 287-5437. Fax:(973) 435-0101. Meet the Team. * The Denver office is a satellite location of the Beacon Pointe Scottsdale regional office.MATT B. COOPER
Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. In addition, Matt is responsible for overseeing the Private Client Services Group at Beacon PointeAdvisors. Matt
DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at CanterburyCRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
COMMIE STEVENS, JD
Commie Stevens, JDChief Practice Officer, Managing Director of Wealth Planning. Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe Advisors, Commiepracticed
JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA*Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019. Prior to his spin-off in March 2008, Mr. Heller was a partner of The Schonbraun McCann Group (SMG), currently FTIACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. Our unique Beacon Pointe program key that you will need to setup your account is YWH2. CARA BARR - BEACON POINTE ADVISORS Cara Barr, M.B.A. Senior Wealth Advisor. Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors. With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. SUMMIT, NJ FINANCIAL ADVISOR New York, Connecticut and New Jersey (Tri-State Area) Team. Beacon Pointe is a Tri-State area (New York, Connecticut and New Jersey) based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families.PAIGE L. GOLL
Paige is a Senior Strategic Investment Advisor at Beacon Pointe Advisors and works closely with the Managing Director in developing strategies to grow the Florida office. She is responsible for developing and implementing investment strategies for the firm in addition to conducting extensive market research, fund and manager duediligence. She
BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M.Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm. He earned a B.A. from Lake Forest College, Lake Forest, IL; a J.D. from I.I.T MICHAEL H. KANE, CFA® Michael H. Kane, CFA® Partner, Managing Director. Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. IAN BLANCHARD, AIF© Ian Blanchard, AIF© Wealth Advisor. Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. SHANNON EAVES, PHRCA® Shannon Eaves, PHRca® Director, Human Capital. Shannon is the Director of Human Capital and leads the Beacon Pointe Human Resources Department. She is responsible for providing strategic guidance and leadership for all aspects of the human resources function. PLANNING THROUGH THE AGES: TOP TIPS FOR 80 SOMETHINGS Here’s our list of top financial tips for those over age 80 to help you enjoy your life and keep financial stress at bay. 1. Review Your Income and Expenses. It’s a good idea to tally your income from Social Security, any pensions and required distributions from retirement accounts and compare it BEACON POINTE WELCOMES MICHAEL DOW AS CIO Beacon Pointe Welcomes Michael Dow as CIO. Newport Beach, California – November 6, 2018 – Beacon Pointe Advisors has hired Michael Dow, CFA, CPA, as Chief Investment Officer. Michael has also been named Chairman of the 14-member Beacon Pointe Investment Committee. “We are very excited for Michael to join our team,” states Shannon EuseyFINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS As a fiduciary firm, Beacon Pointe provides full service financial planning and objective investment guidance to institutions, individuals and families. CONTACT US - BEACON POINTE ADVISORS You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors.MATT B. COOPER
Matthew B. Cooper Partner, President, Beacon Pointe Advisors. Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA* Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019.CRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
COMMIE STEVENS, JD
Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals.FINANCIAL ADVISOR
Call Top Financial Advisor of Beacon Pointe Advisors @ (949) 718-1600 for an appointment today or visit us at 24 Corporate Plaza Drive. OUR FIRM - BEACON POINTE ADVISORS As a fiduciary firm, Beacon Pointe provides full service financial planning and objective investment guidance to institutions, individuals and families. CONTACT US - BEACON POINTE ADVISORS You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors.MATT B. COOPER
Matthew B. Cooper Partner, President, Beacon Pointe Advisors. Matt is a founding partner of Beacon Pointe Advisors and oversees the firm’s strategic plan focused on mergers and acquisitions, creating synergistic partnerships between Beacon Pointe and other wealth managers across the country. DALLAS, TX FINANCIAL ADVISOR Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. JILL B. STEINBERG, MBA, CDFA® Jill B. Steinberg, MBA, CDFA® Partner, Managing Director. Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial WANDA HO - BEACON POINTE ADVISORS Wanda Ho Director, Operations. Wanda is a Director in the Client Service Department at Beacon Pointe Advisors. She is responsible for asset allocation implementation, trading and client servicing for Beacon Pointe’s Private Client and Institutional Consulting Services groups. Prior to joining Beacon Pointe upon its founding in 2002, she served as Assistant Vice President at Canterbury JORDAN HELLER, CFA, CFP®, CPA* Jordan Heller, CFA, CFP®, CPA* Partner, Managing Director. Jordan Heller is a Managing Director and Partner of Beacon Pointe Advisors having founded Heller Wealth Advisors prior to merging with Beacon Pointe in April 2019.CRYSTAL GARNER
Crystal Garner Principal, Senior Wealth Advisor. Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance sheprovides.
COMMIE STEVENS, JD
Commie designed and oversees the firm’s approach to financial and estate planning. She works closely with individuals and their families to best utilize their wealth to meet their lifetime and legacy goals.ACCOUNT OPENING
To get started, go to the Institutional Intelligent Portfolios™ website by clicking the button below. From there, enter Beacon Pointe’s unique program key to gain access to our customized portfolios after you wrap up your account setup. CARA BARR - BEACON POINTE ADVISORS Cara Barr, M.B.A. Senior Wealth Advisor. Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors. With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. SUMMIT, NJ FINANCIAL ADVISOR New York, Connecticut and New Jersey (Tri-State Area) Team. Beacon Pointe is a Tri-State area (New York, Connecticut and New Jersey) based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. BRUCE MEYER, JD, LL.M. Bruce Meyer, JD, LL.M. Partner, Senior Managing Director. Bruce is the Senior Managing Director of BPA AZ and is responsible for the BPA AZ office. Prior to joining BPA AZ Bruce was the Managing Director of Copperwynd Financial, a Scottsdale based investment firm.PAIGE L. GOLL
Paige L. Goll Principal, Senior Strategic Investment Advisor. Paige is a Senior Strategic Investment Advisor at Beacon Pointe Advisors and works closely with the Managing Director in developing strategies to grow the Florida office. MICHAEL H. KANE, CFA® Michael H. Kane, CFA® Partner, Managing Director. Michael Kane is a senior member of the advisory team at Beacon Pointe’s Dallas office and has over 30 years of investment experience. IAN BLANCHARD, AIF© Ian Blanchard, AIF© Wealth Advisor. Edward Ian Blanchard (Ian) is a wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. BEACON POINTE WELCOMES MICHAEL DOW AS CIO Before joining Beacon Pointe, Michael served as Managing Director and Head of US Core Plus Bond, Head of Sovereign Credit Research, and Head of Emerging Market Corporate Debt at UBS Global Asset Management, where he was responsible for portfolio management, research, trading and strategy across the UBS global platform for these products. PLANNING THROUGH THE AGES: TOP TIPS FOR 80 SOMETHINGS Planning Through The Ages: Top Tips for 80 Somethings . Once you’ve reached your eighties it’s time to relax, reflect on life and enjoy the company of friends and family. SHANNON EAVES, PHRCA® Shannon Eaves, PHRca® Director, Human Capital. Shannon is the Director of Human Capital and leads the Beacon Pointe Human Resources Department. She is responsible for providing strategic guidance and leadership for all aspects of the human resources function.Primary
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