Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Boston, MA
Beacon Pointe is a Boston based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Boston focuses on full service financial planning and research driven investments.
Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.
We look forward to connecting with you virtually or at our Boston office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Boston Financial Advisor Team
Alyson Barboza
Senior Office Management Associate
Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.
Andrew Scanlon, CSRIC®
Senior Associate Wealth Advisor
Andrew is a Senior Associate Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.
Bruce W Burgess, CWS®
Regional Director
As a Beacon Pointe Regional Director, Bruce coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience in various roles, ranging from a Senior Financial Consultant with Charles Schwab for close to 10 years to most recently as a Private Client Advisor at JP Morgan, Bruce helps guide our clients and partners with a high level of commitment and service. He is a graduate of Stonehill College and currently holds the Certified Wealth Strategist Designation from the Cannon Institute. He lives in Beverly, MA with his wife Andrea and their three children. In his free time, Bruce is an avid sports fan and was actively involved coaching his children in all youth sports for 15 years.
Eric Changelian
Senior Associate, Client Service
Eric is responsible for client service in the Beacon Pointe Boston Office working closely with the advisors in the onboarding process. His main focus is building a strong rapport with the clients. Eric has over 25 years of experience in the financial services industry. Prior to joining Beacon Pointe, he was an operations representative at Merrill Lynch. Outside of work, Eric enjoys going to his family lake house in New Hampshire, outdoor activities, reading, and fine dining.
Flynn McDonnell, JD
Principal, Senior Wealth Advisor
Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.
LeEric Daye
Principal, Senior Wealth Advisor
LeEric is responsible for new client development and client advisory services within the Beacon Pointe Advisors Boston Office. He has spent the last 20 years helping individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning and charitable giving. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those that serve in the medical, educational and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. He earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts. LeEric is also a 2020 Level II candidate in the CFA Program. In his spare time, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.
Mark V. Mathers, CFP®, CSRIC®
Partner, Managing Director
Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing. Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a Certified Financial Planner™ (CFP®). Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.
Melisa Dobraca Iacono, CDFA®
Wealth Advisor
Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish. In her free time, Melisa enjoys running and spending time with family and friends.
Shanshan Li
Operations Associate
Shanshan is an Operations Associate in the Beacon Pointe Boston Office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. She works directly with the centralized teams to support the Boston office’s advisory teams. Shanshan earned her B.A. in Corporate Systems and M.S. in Applied Economics with a Data Analytics Graduate Certificate, from Boston College. Prior to joining Beacon Pointe, Shanshan worked primarily in the financial services industry. Beyond her professional life, she finds joy in engaging in outdoor activities, reading, and exploring various cuisines.
Sharell Sanders
Associate Wealth Advisor
Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.
Shelly Lemay
Associate Wealth Advisor
Vincent Franks
Principal, Senior Wealth Advisor
As a Principal and Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals, and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans, and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.
Meet the Boston Financial Advisor Team
Alyson Barboza
Senior Office Management Associate
Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.
Andrew Scanlon, CSRIC®
Senior Associate Wealth Advisor
Andrew is a Senior Associate Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.
Bruce W Burgess, CWS®
Regional Director
As a Beacon Pointe Regional Director, Bruce coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience in various roles, ranging from a Senior Financial Consultant with Charles Schwab for close to 10 years to most recently as a Private Client Advisor at JP Morgan, Bruce helps guide our clients and partners with a high level of commitment and service. He is a graduate of Stonehill College and currently holds the Certified Wealth Strategist Designation from the Cannon Institute. He lives in Beverly, MA with his wife Andrea and their three children. In his free time, Bruce is an avid sports fan and was actively involved coaching his children in all youth sports for 15 years.
Eric Changelian
Senior Associate, Client Service
Eric is responsible for client service in the Beacon Pointe Boston Office working closely with the advisors in the onboarding process. His main focus is building a strong rapport with the clients. Eric has over 25 years of experience in the financial services industry. Prior to joining Beacon Pointe, he was an operations representative at Merrill Lynch. Outside of work, Eric enjoys going to his family lake house in New Hampshire, outdoor activities, reading, and fine dining.
Flynn McDonnell, JD
Principal, Senior Wealth Advisor
Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.
LeEric Daye
Principal, Senior Wealth Advisor
LeEric is responsible for new client development and client advisory services within the Beacon Pointe Advisors Boston Office. He has spent the last 20 years helping individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning and charitable giving. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those that serve in the medical, educational and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. He earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts. LeEric is also a 2020 Level II candidate in the CFA Program. In his spare time, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.
Mark V. Mathers, CFP®, CSRIC®
Partner, Managing Director
Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing. Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a Certified Financial Planner™ (CFP®). Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.
Melisa Dobraca Iacono, CDFA®
Wealth Advisor
Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish. In her free time, Melisa enjoys running and spending time with family and friends.
Shanshan Li
Operations Associate
Shanshan is an Operations Associate in the Beacon Pointe Boston Office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. She works directly with the centralized teams to support the Boston office’s advisory teams. Shanshan earned her B.A. in Corporate Systems and M.S. in Applied Economics with a Data Analytics Graduate Certificate, from Boston College. Prior to joining Beacon Pointe, Shanshan worked primarily in the financial services industry. Beyond her professional life, she finds joy in engaging in outdoor activities, reading, and exploring various cuisines.
Sharell Sanders
Associate Wealth Advisor
Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.
Shelly Lemay
Associate Wealth Advisor
Vincent Franks
Principal, Senior Wealth Advisor
As a Principal and Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals, and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans, and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.
Meet the Boston Financial Advisor Team
Alyson Barboza
Senior Office Management Associate
Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.
Andrew Scanlon, CSRIC®
Senior Associate Wealth Advisor
Andrew is a Senior Associate Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.
Bruce W Burgess, CWS®
Regional Director
As a Beacon Pointe Regional Director, Bruce coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. With over 25 years of industry experience in various roles, ranging from a Senior Financial Consultant with Charles Schwab for close to 10 years to most recently as a Private Client Advisor at JP Morgan, Bruce helps guide our clients and partners with a high level of commitment and service. He is a graduate of Stonehill College and currently holds the Certified Wealth Strategist Designation from the Cannon Institute. He lives in Beverly, MA with his wife Andrea and their three children. In his free time, Bruce is an avid sports fan and was actively involved coaching his children in all youth sports for 15 years.
Eric Changelian
Senior Associate, Client Service
Eric is responsible for client service in the Beacon Pointe Boston Office working closely with the advisors in the onboarding process. His main focus is building a strong rapport with the clients. Eric has over 25 years of experience in the financial services industry. Prior to joining Beacon Pointe, he was an operations representative at Merrill Lynch. Outside of work, Eric enjoys going to his family lake house in New Hampshire, outdoor activities, reading, and fine dining.
Flynn McDonnell, JD
Principal, Senior Wealth Advisor
Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.
LeEric Daye
Principal, Senior Wealth Advisor
LeEric is responsible for new client development and client advisory services within the Beacon Pointe Advisors Boston Office. He has spent the last 20 years helping individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning and charitable giving. Prior to joining Beacon Pointe, LeEric spent 13 years as a Wealth Management Advisor at TIAA, working with those that serve in the medical, educational and research fields. This experience has given him a first-hand understanding of the motivations and unique challenges of these selfless individuals. He earned his Bachelor of Science degree in Finance from Bentley University in Waltham, Massachusetts. LeEric is also a 2020 Level II candidate in the CFA Program. In his spare time, LeEric enjoys spending time with his wife and two daughters, as well as playing basketball and golf.
Mark V. Mathers, CFP®, CSRIC®
Partner, Managing Director
Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing. Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a Certified Financial Planner™ (CFP®). Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.
Melisa Dobraca Iacono, CDFA®
Wealth Advisor
Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish. In her free time, Melisa enjoys running and spending time with family and friends.
Shanshan Li
Operations Associate
Shanshan is an Operations Associate in the Beacon Pointe Boston Office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. She works directly with the centralized teams to support the Boston office’s advisory teams. Shanshan earned her B.A. in Corporate Systems and M.S. in Applied Economics with a Data Analytics Graduate Certificate, from Boston College. Prior to joining Beacon Pointe, Shanshan worked primarily in the financial services industry. Beyond her professional life, she finds joy in engaging in outdoor activities, reading, and exploring various cuisines.
Sharell Sanders
Associate Wealth Advisor
Sharell is an Associate Wealth Advisor in the Boston office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Sharell graduated from Caldwell University in New Jersey with a bachelor’s degree in Business Administration and was also part of the Caldwell Women’s Basketball program. She is currently in her last semester at Southern New Hampshire University finishing her master’s degree in Business Management with a concentration in Accounting. Outside of work, Sharell enjoys recreational activities and spending time with family, friends, and her dog.
Shelly Lemay
Associate Wealth Advisor
Vincent Franks
Principal, Senior Wealth Advisor
As a Principal and Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals, and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans, and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.
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