Financial Planners
in Durham, North Carolina

Based in the Durham area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

3211 Shannon Road, Suite 200, Durham, NC 27707

(919) 695-9781

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Connect with One of Our Trusted Financial Planners in Durham, NC

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

3211 Shannon Road, Suite 200, Durham, NC 27707

(919) 695-9781

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We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!

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Important Disclosure: The above testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience. 

We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!

Contact This Office
Important Disclosure: The above testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience. 

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Durham Financial Planners & Advisors

Managing Directors

  • Charles E. Carrick, CFP®, ChFC

    Partner, Managing Director

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  • Jeff Hwang, CFP®, CRPC

    Partner, Managing Director

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  • Sheryl W. Austin, CFP®, ChFC, CLU®

    Partner, Managing Director

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Charles E. Carrick, CFP®, ChFC

Partner, Managing Director

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). While at DMJWA, Chuck worked hard alongside industry professionals to develop a deep, substantive planning approach, which considered each client’s unique needs. He was also a Partner at Advanced Planning Concepts, prior to a merger with DMJWA where he worked with small business owners to develop executive benefit plans to reward, retain and recruit key staff. Prior to his financial services career, Chuck honorably served in the U.S. Army including spending several years as a Sentinel guarding The Tomb of the Unknown Soldier as a member of The Old Guard. Chuck graduated with honors from Guilford College and holds both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Consultant (ChFC) designations. Chuck previously participated in Leadership North Carolina, an initiative aimed at integrating economic development, education, environment, government, and health programs throughout the state. Although he resides in Greensboro, North Carolina, Chuck is originally from Baltimore, Maryland and still is an avid Orioles fan.

Jeff Hwang, CFP®, CRPC

Partner, Managing Director

Jeff Hwang is a Partner and Managing Director of Beacon Pointe’s North Carolina office with over 15 years of experience delivering authentic planning and investment solutions to his clients. Jeff leads a team of like-minded professionals serving private business owners, corporate executives and health care professionals with their unique planning and investment needs.  Prior to joining Beacon Pointe, Jeff was a partner at DMJ Wealth Advisors, a firm focused on collaborating with industry professionals to deliver personalized solutions to clients with complex needs. Jeff began his career in financial services at Merrill Lynch where he served as a Financial Advisor.  Jeff holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, is a Chartered Retirement Planning Counselor (CRPC) and graduated from Davidson College.  He and his wife have three sons and are actively involved in the community through their church and the local Young Life chapter. In his spare time, Jeff enjoys spending time cheering his boys on the soccer field, playing guitar and staying active.

Sheryl Austin

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 financial goals.  With over thirty years of experience, Sheryl has earned a reputation for having a special place in her heart for the clients she loves to serve. Prior to joining Beacon Pointe, Sheryl was a Partner and Financial Advisor with DMJ Wealth Advisors, LLC.  Sheryl holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation as well as the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU®) designations.  Sheryl is also an active member of the Beacon Pointe Women’s Advisory Institute and very active in her community with a passion for organizations that provide support for women and children, and those that fight hunger. Sheryl and her husband have three adult children and 12 remarkable grandchildren, and outside of the office she enjoys traveling and spending time with her family.

Wealth Advisors

Brad Mann, J.D., QPFC

Senior Wealth Advisor, Retirement Plan Services

As a Senior Wealth Advisor, Brad specializes in providing services for employer-sponsored qualified retirement plans, including plan design, participant investment education, and implementing processes to assist plan sponsors in meeting their ERISA obligations to help ensure employers and employees are positioned to meet their retirement savings goals. Prior to joining Beacon Pointe, Brad worked for DMJ Wealth Advisors as Qualified Plan Specialist and has 30 years of experience in the financial services and insurance industries. Brad holds a Bachelor of Arts degree in Economics from Denison University (Phi Beta Kappa) and a J.D. degree from West Virginia University. He also holds the Qualified Plan Financial Advisor (QPFC) designation from the National Association of Plan Advisors. Brad resides in Greensboro, NC, is married with two children, and in his free time enjoys traveling with his family for epic hiking adventures.

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.

Brendan Stringer, CFP®

Senior Associate Wealth Advisor

Brendan is a Senior Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Brendan works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Brendan graduated from the University of Colorado Denver with a B.S. in Business Management before joining Charles Schwab’s Financial Consultant development program and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification.  Prior to joining Beacon Pointe, Brendan led client relations for a wealth management firm in Arlington, Virginia. Originally from Virginia, Brendan and his wife, Katie, moved to Greensboro with their 3 children (two girls and a boy) for a change of scenery from the busy DC area. Outside of the office, Brendan enjoys spending the limited free time he has with his family, staying active in the gym or on hiking trails, and exploring all Greensboro has to offer.

Greg Carrick, CFP®, CIMA®

Partner, Senior Wealth Advisor

Greg Carrick is based in Beacon Pointe’s Durham, North Carolina office. He has spent over a decade working closely with individuals, families, and business entities on a range of planning matters. Greg uses the experience gained in navigating the idiosyncrasies of each client relationship to consistently refine the quality of advice and improve plan outcomes. Prior to joining Beacon Pointe, Greg was an advisor at DMJ Wealth Advisors, LLC, where, in addition to client advisory work, he managed their Investment Committee. Greg holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst (CIMA®) designations and is a Level II Chartered Financial Analyst (CFA) candidate. Greg graduated from UNC-Greensboro with a B.S. in Business Administration. Outside of the office, Greg enjoys golf, live music, and traveling alongside his wife, son, and Newfoundland.

Jennifer McCosley

Jennifer McCosley, CAP®, CFP®

Senior Wealth Advisor

Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals. Her appreciation for families comes from her own upbringing as the second oldest of eleven children, with three sisters and seven brothers. Nine of Jenny’s ten siblings are adopted, and three of those nine are special needs children. Jenny brings her lived experiences and technical expertise together when working with families of individuals with Intellectual and Developmental Disabilities (IDDs) and is currently pursuing the Chartered Special Needs Consultant® designation. Jenny was named to the Triad Business Journal’s 40 Under 40 in 2022. She is a Campbell University alum and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and the Chartered Advisor in Philanthropy® (CAP®) designations. Outside of the office, Jenny devotes her spare time to her family and the Peacehaven Community Farm, where she serves as the Board Chair.

Justyn Grady

Associate Wealth Advisor

Justyn is an Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Justyn works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Justyn has extensive experience in the financial service and banking industry, with roles as a personal banked for a local credit union and most recently as an underwriter for a large wholesale lender. Justyn was born and raised in Wilmington, NC and completed his undergraduate studies at North Carolina Agricultural and Technical State University where he earned his bachelor’s in international studies – East Asian Relations, with honors and is currently in pursuit of the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Justyn is married to his college sweetheart and together, they have two children (daughter and son) who are under the impression that they are always in charge. In his free time, Justyn enjoys serving his church, eating a tender ribeye, watching spy thrillers, and traveling with his adventurous family.

Kyle Brown

Associate Wealth Advisor

Kyle is an Associate Wealth Advisor in the Beacon Pointe Greensboro office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Kyle works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling and is passionate about ensuring clients successfully transition wealth to the next generation. Prior to joining Beacon Pointe, Kyle developed his analytical skills as a senior financial analyst for an insurance company in North Carolina’s Triangle region. After living in the Triangle area for 15 years, Kyle returned to Greensboro with his wife, Kristin, and their triplets (1 girl and 2 boys) to be closer to family. Kyle graduated from the University of North Carolina with a B.S. in Business Administration and a B.A. in Economics and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. In his free time, Kyle enjoys spending time with his family and watching auto racing.

Client Service & Operations

Ellen Dennis

Senior Associate, Client Services

Ellen is a member of the Beacon Pointe 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 account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Ellen spent several years working in financial services, holding positions at Raymond James and LBMC Investment Advisors. Ellen graduated from the University of Alabama with a bachelor’s degree in Advertising and a double minor in communication studies and computing tech and applications. A native Tennessean, Ellen spends her time outside of the office exploring the Nashville restaurant scene, listening to live music, traveling, and watching Alabama football. She also enjoys spending time with her golden retriever, Sophie.

Laura Powell

Client Services Manager

Laura is a Manager 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 the onboarding of new client relationships, assisting with money movement functions, and handling of routine client inquiries. Laura has over a decade of experience in the financial services industry. Prior to joining Beacon Pointe, Laura worked for DMJ Wealth Advisors Laura is a graduate of the University of North Carolina Wilmington with a B.A. in Communication Studies and a minor in Journalism. Outside the office, she enjoys spending time with her husband and their dog, hiking and traveling.

Meg Clapp

Client Service Associate

Meg is a Client Service Associate for Beacon Pointe Advisors 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 account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Meg worked in the secondary school setting as an Assistant Athletic Director and Athletic Trainer. She holds a master’s degree in sport administration from North Carolina Agricultural and Technical State University (NCA&T) and a B.S. in athletic training from East Carolina University. Outside of the office, Meg enjoys spending time with her family and going to the lake.

Connect with one of our trusted Financial Advisors in the Durham area. We are here to be a partner with you on your personal wealth journey.  Please contact our Durham, NC team if we can be of service.

North Carolina Partners

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