Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Bonita Springs, FL

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

Contact Information

info@beaconpointe.com
(239) 676-5676

9240 Bonita Beach Road
Suite 2211
Bonita Springs, FL 32789

Meet the Bonita Springs Financial Advisor Team

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Debra Generales

Client Service Associate

Debra is a Client  Service Associate in Beacon Pointe’s Bonita Springs, Florida office. Debra works closely with the wealth advisors in providing support to clients. Prior to joining Beacon Pointe, Debra worked in financial services as an administrative assistant at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Debra now resides in Fort Myers with her husband Mark.

James Elliott

Wealth Advisor

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.

Mark Generales

Senior Wealth Advisor

Mark Generales is a Senior Wealth Advisor in Beacon Pointe’s Bonita Springs, Florida office and is dedicated to providing customized solutions that help clients meet their financial goals coupled with the highest level of service. Mark began his career in his native La Jolla, CA with EFHutton and Co. During his 40 year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time. An avid boater now residing in Florida, Mark and his wife Debbie have three daughters, Olivia, Alexandra and Christina.

Meet the Bonita Springs Financial Advisor Team

Filter By

Debra Generales

Client Service Associate

Debra is a Client  Service Associate in Beacon Pointe’s Bonita Springs, Florida office. Debra works closely with the wealth advisors in providing support to clients. Prior to joining Beacon Pointe, Debra worked in financial services as an administrative assistant at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Debra now resides in Fort Myers with her husband Mark.

James Elliott

Wealth Advisor

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.

Mark Generales

Senior Wealth Advisor

Mark Generales is a Senior Wealth Advisor in Beacon Pointe’s Bonita Springs, Florida office and is dedicated to providing customized solutions that help clients meet their financial goals coupled with the highest level of service. Mark began his career in his native La Jolla, CA with EFHutton and Co. During his 40 year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time. An avid boater now residing in Florida, Mark and his wife Debbie have three daughters, Olivia, Alexandra and Christina.

Meet the Bonita Springs Financial Advisor Team

Filter By

Debra Generales

Client Service Associate

Debra is a Client  Service Associate in Beacon Pointe’s Bonita Springs, Florida office. Debra works closely with the wealth advisors in providing support to clients. Prior to joining Beacon Pointe, Debra worked in financial services as an administrative assistant at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Debra now resides in Fort Myers with her husband Mark.

James Elliott

Wealth Advisor

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.

Mark Generales

Senior Wealth Advisor

Mark Generales is a Senior Wealth Advisor in Beacon Pointe’s Bonita Springs, Florida office and is dedicated to providing customized solutions that help clients meet their financial goals coupled with the highest level of service. Mark began his career in his native La Jolla, CA with EFHutton and Co. During his 40 year career, Mark helped introduce and manage major programs and departments for leading brokerage firms in the U.S. and Canada. This included introducing the first separate account management programs, overseeing retirement accounts and ERISA programs, mutual funds, annuities and insurance. Mark’s broad background allows him to assist his individual clients with their growth and retirement plans. Outside of the office, Mark spent eight years as an elected County Councilman and chaired his county’s Finance Committee throughout that time. An avid boater now residing in Florida, Mark and his wife Debbie have three daughters, Olivia, Alexandra and Christina.

Connect with one of our trusted Financial Advisors in Bonita Springs, FL.

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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