Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Charleston, SC

Beacon Pointe is a Charleston 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 Charleston 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 Charleston office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(843) 790-7093

Meet the Charleston Financial Advisor Team

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Amanda Henderson

Director of Operations

Amanda is the Director of Operations for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Angela Gravley

Tax Operations Manager

Angela is a Tax Operations Manager at Beacon Pointe and is responsible for payroll, tax consulting, and assisting clients with accounting, recordkeeping, and QuickBooks functions as a Certified QuickBooks Pro Advisor. Before joining Batson Accounting & Tax, PA, which merged with Beacon Pointe in 2023, Angela’s professional background includes banking and accounting experience with two national companies. Her broad-based professional background includes all aspects of office management/operations, client consulting, employee supervision, payroll, bank reconciliations, accounts payable, quarterly taxes, financial statement preparation, software management, and customer service. In 2002, she completed her Associate’s Degree in Business with an emphasis in Accounting from Greenville Technical College. She is an ADP Certified Partner, E-Verify Employer Agent, Notary Public, and member of the SC Society of Accountants, and she is always continuing her education. Outside of the office, she enjoys spending time with her family, including her husband, two children, and pets, and their “family time” outdoors.  She is also an avid volunteer with local children’s non-profit groups.

Brendan Reidy

Regional Director

As a Beacon Pointe Regional Director, Brendan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Carolinas. With over twenty-three years of industry experience, Brendan has worked in various wealth management and financial advisory roles at firms that include The Mather Group, Mercer Global Advisors, Churchill Management Group, and U.S. Trust Bank of American Private Wealth Management. Brendan earned his Bachelor of Arts degree in History at Dartmouth College.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

Carl Custer

Client Service Associate

Carl (CJ) is a Client Service Associate at Beacon Pointe and is responsible for handling various tasks in coordination with clients and his professional team. He acts as an intermediary for clients and professionals, handling the assembly of tax returns and assisting with data entry for various accounting and tax projects. CJ graduated from The Citadel, double majoring in accounting and finance while serving in the South Carolina Army National Guard. CJ is currently a student in Clemson University’s graduate program, studying to receive his master’s of professional accountancy, and is actively pursuing CPA licensure. CJ lives in Greenville and enjoys home-improvement projects, hiking, and visiting family back home in Myrtle Beach.

Cooper Branham

Associate Wealth Advisor

Cooper is an Associate Wealth Advisor responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Cooper attended Clemson University where he received a BS in Financial Management with an emphasis in Financial Planning and a Minor in Accounting. Outside of the office, Cooper enjoys golfing, traveling, and spending time with his friends and family.

J. Kent Giguere, Jr., CFP®, ChFC®

Partner, Senior Wealth Advisor

Kent Giguere, Jr. is a senior wealth advisor for Beacon Pointe’s South 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 financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the Certified Financial Planner™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.

Jennifer Romanosky

Client Service Associate

Jennifer is a member of Beacon Pointe’s Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include office administration, scheduling, and communicating with clients to provide the highest levels of service. Outside the office, Jennifer enjoys crafting with her Cricut and spending time with her husband and five daughters.

Joe D. Schofield, III

Partner, Managing Director

Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.

Merriweather Mule

Merriweather Mulé, CFP®, CDFA®

Senior Wealth Advisor

Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s Charleston office, serving clients ranging from families to business owners. She helps provide clarity to the complex and often unique financial and investment needs of her clients. Merriweather started her career in the finance industry over 15 years ago and has developed a specific approach to integrated financial planning, focusing on tax planning strategies to help clients achieve their long-term life and legacy goals.

Merriweather graduated from the College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations, and completed Level II of the CFA exam in 2012. Merriweather is an active member of Beacon Pointe’s Women’s Advisory Institute and sits on the Board of Directors for Communities In Schools of South Carolina. Outside of the office, Merriweather enjoys beach days, tennis, and traveling with her husband and two young children.

Merriweather is the 2023 winner of The Post and Courier’s Charleston’s Choice for Wealth Management. For more information, please see https://www.postandcourier.com/charlestonschoice/.

Peyton Steigerwald, CFP®

Associate Wealth Advisor

As an Associate Wealth Advisor, Peyton is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Peyton is a Certified Financial Planner™ (CFP®) designation holder. Outside of the office, Peyton enjoys playing golf and spending time with friends and family.

Steven Bright

Partner, Senior Wealth Advisor

Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc.  Steven enjoys playing golf and spending time with his wife and their three children.

Meet the Charleston Financial Advisor Team

Filter By

Amanda Henderson

Director of Operations

Amanda is the Director of Operations for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Angela Gravley

Tax Operations Manager

Angela is a Tax Operations Manager at Beacon Pointe and is responsible for payroll, tax consulting, and assisting clients with accounting, recordkeeping, and QuickBooks functions as a Certified QuickBooks Pro Advisor. Before joining Batson Accounting & Tax, PA, which merged with Beacon Pointe in 2023, Angela’s professional background includes banking and accounting experience with two national companies. Her broad-based professional background includes all aspects of office management/operations, client consulting, employee supervision, payroll, bank reconciliations, accounts payable, quarterly taxes, financial statement preparation, software management, and customer service. In 2002, she completed her Associate’s Degree in Business with an emphasis in Accounting from Greenville Technical College. She is an ADP Certified Partner, E-Verify Employer Agent, Notary Public, and member of the SC Society of Accountants, and she is always continuing her education. Outside of the office, she enjoys spending time with her family, including her husband, two children, and pets, and their “family time” outdoors.  She is also an avid volunteer with local children’s non-profit groups.

Brendan Reidy

Regional Director

As a Beacon Pointe Regional Director, Brendan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Carolinas. With over twenty-three years of industry experience, Brendan has worked in various wealth management and financial advisory roles at firms that include The Mather Group, Mercer Global Advisors, Churchill Management Group, and U.S. Trust Bank of American Private Wealth Management. Brendan earned his Bachelor of Arts degree in History at Dartmouth College.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

Carl Custer

Client Service Associate

Carl (CJ) is a Client Service Associate at Beacon Pointe and is responsible for handling various tasks in coordination with clients and his professional team. He acts as an intermediary for clients and professionals, handling the assembly of tax returns and assisting with data entry for various accounting and tax projects. CJ graduated from The Citadel, double majoring in accounting and finance while serving in the South Carolina Army National Guard. CJ is currently a student in Clemson University’s graduate program, studying to receive his master’s of professional accountancy, and is actively pursuing CPA licensure. CJ lives in Greenville and enjoys home-improvement projects, hiking, and visiting family back home in Myrtle Beach.

Cooper Branham

Associate Wealth Advisor

Cooper is an Associate Wealth Advisor responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Cooper attended Clemson University where he received a BS in Financial Management with an emphasis in Financial Planning and a Minor in Accounting. Outside of the office, Cooper enjoys golfing, traveling, and spending time with his friends and family.

J. Kent Giguere, Jr., CFP®, ChFC®

Partner, Senior Wealth Advisor

Kent Giguere, Jr. is a senior wealth advisor for Beacon Pointe’s South 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 financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the Certified Financial Planner™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.

Jennifer Romanosky

Client Service Associate

Jennifer is a member of Beacon Pointe’s Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include office administration, scheduling, and communicating with clients to provide the highest levels of service. Outside the office, Jennifer enjoys crafting with her Cricut and spending time with her husband and five daughters.

Joe D. Schofield, III

Partner, Managing Director

Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.

Merriweather Mule

Merriweather Mulé, CFP®, CDFA®

Senior Wealth Advisor

Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s Charleston office, serving clients ranging from families to business owners. She helps provide clarity to the complex and often unique financial and investment needs of her clients. Merriweather started her career in the finance industry over 15 years ago and has developed a specific approach to integrated financial planning, focusing on tax planning strategies to help clients achieve their long-term life and legacy goals.

Merriweather graduated from the College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations, and completed Level II of the CFA exam in 2012. Merriweather is an active member of Beacon Pointe’s Women’s Advisory Institute and sits on the Board of Directors for Communities In Schools of South Carolina. Outside of the office, Merriweather enjoys beach days, tennis, and traveling with her husband and two young children.

Merriweather is the 2023 winner of The Post and Courier’s Charleston’s Choice for Wealth Management. For more information, please see https://www.postandcourier.com/charlestonschoice/.

Peyton Steigerwald, CFP®

Associate Wealth Advisor

As an Associate Wealth Advisor, Peyton is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Peyton is a Certified Financial Planner™ (CFP®) designation holder. Outside of the office, Peyton enjoys playing golf and spending time with friends and family.

Steven Bright

Partner, Senior Wealth Advisor

Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc.  Steven enjoys playing golf and spending time with his wife and their three children.

Meet the Charleston Financial Advisor Team

Filter By

Amanda Henderson

Director of Operations

Amanda is the Director of Operations for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Angela Gravley

Tax Operations Manager

Angela is a Tax Operations Manager at Beacon Pointe and is responsible for payroll, tax consulting, and assisting clients with accounting, recordkeeping, and QuickBooks functions as a Certified QuickBooks Pro Advisor. Before joining Batson Accounting & Tax, PA, which merged with Beacon Pointe in 2023, Angela’s professional background includes banking and accounting experience with two national companies. Her broad-based professional background includes all aspects of office management/operations, client consulting, employee supervision, payroll, bank reconciliations, accounts payable, quarterly taxes, financial statement preparation, software management, and customer service. In 2002, she completed her Associate’s Degree in Business with an emphasis in Accounting from Greenville Technical College. She is an ADP Certified Partner, E-Verify Employer Agent, Notary Public, and member of the SC Society of Accountants, and she is always continuing her education. Outside of the office, she enjoys spending time with her family, including her husband, two children, and pets, and their “family time” outdoors.  She is also an avid volunteer with local children’s non-profit groups.

Brendan Reidy

Regional Director

As a Beacon Pointe Regional Director, Brendan coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners in the Carolinas. With over twenty-three years of industry experience, Brendan has worked in various wealth management and financial advisory roles at firms that include The Mather Group, Mercer Global Advisors, Churchill Management Group, and U.S. Trust Bank of American Private Wealth Management. Brendan earned his Bachelor of Arts degree in History at Dartmouth College.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

Carl Custer

Client Service Associate

Carl (CJ) is a Client Service Associate at Beacon Pointe and is responsible for handling various tasks in coordination with clients and his professional team. He acts as an intermediary for clients and professionals, handling the assembly of tax returns and assisting with data entry for various accounting and tax projects. CJ graduated from The Citadel, double majoring in accounting and finance while serving in the South Carolina Army National Guard. CJ is currently a student in Clemson University’s graduate program, studying to receive his master’s of professional accountancy, and is actively pursuing CPA licensure. CJ lives in Greenville and enjoys home-improvement projects, hiking, and visiting family back home in Myrtle Beach.

Cooper Branham

Associate Wealth Advisor

Cooper is an Associate Wealth Advisor responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Cooper attended Clemson University where he received a BS in Financial Management with an emphasis in Financial Planning and a Minor in Accounting. Outside of the office, Cooper enjoys golfing, traveling, and spending time with his friends and family.

J. Kent Giguere, Jr., CFP®, ChFC®

Partner, Senior Wealth Advisor

Kent Giguere, Jr. is a senior wealth advisor for Beacon Pointe’s South 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 financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high-net-worth families and business owners. Kent holds the Certified Financial Planner™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing, and chasing his three boys around.

Jennifer Romanosky

Client Service Associate

Jennifer is a member of Beacon Pointe’s Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include office administration, scheduling, and communicating with clients to provide the highest levels of service. Outside the office, Jennifer enjoys crafting with her Cricut and spending time with her husband and five daughters.

Joe D. Schofield, III

Partner, Managing Director

Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.

Merriweather Mule

Merriweather Mulé, CFP®, CDFA®

Senior Wealth Advisor

Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s Charleston office, serving clients ranging from families to business owners. She helps provide clarity to the complex and often unique financial and investment needs of her clients. Merriweather started her career in the finance industry over 15 years ago and has developed a specific approach to integrated financial planning, focusing on tax planning strategies to help clients achieve their long-term life and legacy goals.

Merriweather graduated from the College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations, and completed Level II of the CFA exam in 2012. Merriweather is an active member of Beacon Pointe’s Women’s Advisory Institute and sits on the Board of Directors for Communities In Schools of South Carolina. Outside of the office, Merriweather enjoys beach days, tennis, and traveling with her husband and two young children.

Merriweather is the 2023 winner of The Post and Courier’s Charleston’s Choice for Wealth Management. For more information, please see https://www.postandcourier.com/charlestonschoice/.

Peyton Steigerwald, CFP®

Associate Wealth Advisor

As an Associate Wealth Advisor, Peyton is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe, Peyton graduated from Clemson University with a degree in Financial Management with an emphasis in Financial Planning and a minor in Accounting. Peyton is a Certified Financial Planner™ (CFP®) designation holder. Outside of the office, Peyton enjoys playing golf and spending time with friends and family.

Steven Bright

Partner, Senior Wealth Advisor

Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc.  Steven enjoys playing golf and spending time with his wife and their three children.

Connect with one of our trusted Financial Advisors in Charleston, SC.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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