Senior Associate, Client Service
Cyndi is a member of the client service and operations department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment, wealth management and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include onboarding of new client relationships, money transfers, and handling of routine to moderately complex client inquiries. Cyndi has over 25 years of experience in the investment industry. Prior to joining Beacon Pointe Advisors, she spent over 20 years as an operations associate at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Prior to that, she held similar positions in the operations department of Rauscher Pierce Refsnes, Inc., Southwest Securities Inc. and Principle Financial Securities. In her spare time, Cyndi enjoys spending time in her garden.