In their seventh annual ‘Women to Watch’ industry recognition celebration, InvestmentNews has honored Beacon Pointe Advisors with the ‘Ascension Award.’
The annual ‘Ascension Award’ honors organizations with C-Suites comprising at least 30-50% women, considering the total number of women in the company’s workforce and recognizing those with a substantial number of female employees.
This recognition from InvestmentNews follows Beacon Pointe’s Chief Executive Officer Shannon Eusey’s ‘Women to Watch’ award in 2020, where Shannon was acknowledged as one of 23 female financial advisors and industry executives, elevating the financial advice industry in 2020 and beyond.
Beacon Pointe is truly honored by this recognition from InvestmentNews. We are proud to be a Registered Investment Advisory (RIA) with a corporate leadership team that is more than 50% female and a professional team comprising nearly 50% women. As a firm, we are committed to recognizing and challenging the lack of gender diversity in the wealth management industry. Our leadership and professional teams are dedicated to sharing our stories of being women in wealth and the career possibilities available to women in the RIA industry. Also, we are committed to educating and empowering the women investors of today and the young investors of tomorrow.
About ‘Women to Watch’ Awards:
The ‘Women to Watch’ Awards aim to honor women who have measurably advanced their business and industry while supporting their client base and organizations. Additionally, these recipients are acknowledged for uplifting other women in the industry. Each honoree is an industry leader who has made a name for herself in financial services and is also wholeheartedly dedicated to her community.
For additional details regarding the ‘Women to Watch’ awards, please click here.
About InvestmentNews:
InvestmentNews is a trusted multi-platform news source for financial advisors and the financial advisory community as a whole. Its reach includes over 1 million financial service professionals and caters to those looking for trusted information regarding Retirement Strategies, Tax Planning, Financial Technology (FinTech), Practice Management, ESG, Regulatory Issues, and Diversity & Inclusion.
About Beacon Pointe:
Beacon Pointe Advisors is a multi-billion-dollar registered investment advisory headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s, and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration of an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.
