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

Beacon Pointe is a Sarasota based wealth advisor and is one of the largest independent 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 Sarasota 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 Sarasota office to see how best we can assist you with your investment portfolio and financial planning needs.

" width="600" height="480">

Meet the Sarasota Financial Advisor Team

Filter By

Barbara Milhoan

Relationship Manager

Barbara is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, among other duties. Prior to joining Beacon Pointe, Barbara was a Director of Client Services at Southern Trust Financial Planning. Her early career journey included an unusual series of jobs including administrative positions at two State universities; the director of a large festival with international ties; and as an advertising sales executive. During midlife, Barbara sought a career in the securities industry and acquired the appropriate FINRA licenses required of a financial advisor. Within five years she began a thirty-year association with Marc Wolff and James Cooper as an assistant and office manager until she took a hiatus in 2017 to complete her first book, Unconscious Decisions. She is currently working on her second book but was coaxed out of retirement in late 2019 by James Cooper, to assist him and his clients on a part-time basis.

Carol Winterfeldt

Office Manager

Carol an office manager for the Beacon Pointe Sarasota, Florida office. Carol works closely with the wealth advisors in providing support to clients. Prior to joining Beacon Pointe, Carol was an administrative assistant at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Carol earned her bachelor’s degree in Education at Florida Southern College. She is active in the community and enjoys volunteering with local animal rescues.  Carol grew up in Long Island and relocated to Florida with her family in 1996.

Christine Harman

Operations Manager

Christine is the Operations Manager for Beacon Pointe’s Sarasota, Florida office and responsible for daily firm operations, implementing policy and procedures, compliance, licensing, and client servicing. Prior to joining Beacon Pointe, Christine was an Operations Manager at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Christine has worked in the financial field at Prudential Financial Services and Nationwide Insurance, and in the health insurance field at Florida Blue and Meadowbrook Insurance Agency. She is a Notary Public, holds a Real Estate sales license as well as Life, Health and Variable Annuity license. Step-mom to Lance and Heidi, grandmother to Irelyn, best friend to husband Jeff, she shares her Sarasota home with four rescue cats. She enjoys entertaining, reading, traveling and family. On the weekends you will find her scouring neighborhoods for garage-sales for the perfect must-have trinket or the Farmers Market for organic produce.

Dee Stone

Associate, Office Management

Dee provides multi-faceted operational support to Beacon Pointe’s Sarasota, Florida office through a range of administrative, financial, and organizational tasks. Prior to joining Beacon Pointe, Dee was a Receptionist at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Earlier in her career, Dee worked in Banking, Insurance and Payroll industries and is originally from Chicago. Outside of the office, Dee enjoys spending time with Friends and doing community work.  As a Florida JCI Senator, Dee has held many appointed positions within the organization, as well as fundraising for local organizations, as well as working with fellow past Jaycees in providing Thanksgiving Dinner to a local shelter that helps those in need.

Gregg Gionfriddo

Senior Wealth Advisor

Gregg is a Senior Wealth Advisor based in Beacon Pointe’s Sarasota, Florida office, developing customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Gregg was a Senior Wealth Advisor at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Earlier in his career, he spent time in the Recruiting industry. He became a registered representative and entered the financial services industry in 2007 as an investment consultant with Moors & Cabot, Inc, a 117-year-old Boston based NYSE firm. Gregg earned a Bachelor of Science degree from Florida State University specializing in Economics and Political Science. Gregg was born and raised in Sarasota, Florida and outside of the office, he enjoys fundraising for children with speech and hearing disabilities as a member of the Sertoma Club of Greater Sarasota. Gregg enjoys spending time with his family and is the proud father of Hunter and Kaley. He is an avid sports fan as well and enjoys seeing both of his children succeed in various athletic and academic activities.

James P. Cooper

Partner, Senior Wealth Advisor

James Cooper is a Partner and Senior Wealth Advisor in Beacon Pointe’s Sarasota, Florida office. He specializes in customized solutions paired with the highest level of service that help clients meet their investment and wealth planning goals. Retirement income and wealth planning have become a focus of his business.  Prior to joining Beacon Pointe, James helped build Southern Trust Financial Planning in Sarasota, Florida and was the Senior Vice President of Investments. Southern Trust Financial Planning merged with Beacon Pointe in 2021.  James started his twenty-three-year career at Moors & Cabot Financial Advisors, LLC, (a division of Moors & Cabot, Inc), a 117-year-old Boston based NYSE firm. He earned his bachelor’s and master’s degrees at Florida State University, specializing in Economics and Finance.   Outside of the office, James is involved in fundraising and volunteering at many local Sarasota schools. He is the proud husband of Nancy and father of Trisha and Dominic.

Marc S. Wolff

Partner, Managing Director

Marc Wolff is a partner and the Managing Director of the Beacon Pointe Sarasota and Bonita Springs, Florida offices and is responsible for working with clients to meet their investment and income objectives by providing clients with comprehensive financial guidance coupled with the highest level of service. Prior to joining Beacon Pointe, Marc founded Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Marc leverages over three decades of experience in investment services to craft custom solutions built on sound investment principles and detailed research and analysis. Marc has been awarded the Five Star Wealth Manager award. Marc earned his Bachelor of Science degree in Business Administration from the University of Florida where he specialized in Finance, graduating with highest honors and a 4.0 grade point average. Outside the office Marc has traveled around the world with the Global Volunteers organization helping in third world countries. In 2010 he founded the Lou Komarov Memorial Scholarship, which awards qualifying high school seniors a 4-year university scholarship. Marc is an accomplished marathon runner, and enjoys spending time with his wife, Rechelle, and is a proud father to their four children Alexandria (Allie), Joshua, Maddison and Questin.

Meet the Sarasota Financial Advisor Team

Filter By

Barbara Milhoan

Relationship Manager

Barbara is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, among other duties. Prior to joining Beacon Pointe, Barbara was a Director of Client Services at Southern Trust Financial Planning. Her early career journey included an unusual series of jobs including administrative positions at two State universities; the director of a large festival with international ties; and as an advertising sales executive. During midlife, Barbara sought a career in the securities industry and acquired the appropriate FINRA licenses required of a financial advisor. Within five years she began a thirty-year association with Marc Wolff and James Cooper as an assistant and office manager until she took a hiatus in 2017 to complete her first book, Unconscious Decisions. She is currently working on her second book but was coaxed out of retirement in late 2019 by James Cooper, to assist him and his clients on a part-time basis.

Carol Winterfeldt

Office Manager

Carol an office manager for the Beacon Pointe Sarasota, Florida office. Carol works closely with the wealth advisors in providing support to clients. Prior to joining Beacon Pointe, Carol was an administrative assistant at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Carol earned her bachelor’s degree in Education at Florida Southern College. She is active in the community and enjoys volunteering with local animal rescues.  Carol grew up in Long Island and relocated to Florida with her family in 1996.

Christine Harman

Operations Manager

Christine is the Operations Manager for Beacon Pointe’s Sarasota, Florida office and responsible for daily firm operations, implementing policy and procedures, compliance, licensing, and client servicing. Prior to joining Beacon Pointe, Christine was an Operations Manager at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Christine has worked in the financial field at Prudential Financial Services and Nationwide Insurance, and in the health insurance field at Florida Blue and Meadowbrook Insurance Agency. She is a Notary Public, holds a Real Estate sales license as well as Life, Health and Variable Annuity license. Step-mom to Lance and Heidi, grandmother to Irelyn, best friend to husband Jeff, she shares her Sarasota home with four rescue cats. She enjoys entertaining, reading, traveling and family. On the weekends you will find her scouring neighborhoods for garage-sales for the perfect must-have trinket or the Farmers Market for organic produce.

Dee Stone

Associate, Office Management

Dee provides multi-faceted operational support to Beacon Pointe’s Sarasota, Florida office through a range of administrative, financial, and organizational tasks. Prior to joining Beacon Pointe, Dee was a Receptionist at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Earlier in her career, Dee worked in Banking, Insurance and Payroll industries and is originally from Chicago. Outside of the office, Dee enjoys spending time with Friends and doing community work.  As a Florida JCI Senator, Dee has held many appointed positions within the organization, as well as fundraising for local organizations, as well as working with fellow past Jaycees in providing Thanksgiving Dinner to a local shelter that helps those in need.

Gregg Gionfriddo

Senior Wealth Advisor

Gregg is a Senior Wealth Advisor based in Beacon Pointe’s Sarasota, Florida office, developing customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Gregg was a Senior Wealth Advisor at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Earlier in his career, he spent time in the Recruiting industry. He became a registered representative and entered the financial services industry in 2007 as an investment consultant with Moors & Cabot, Inc, a 117-year-old Boston based NYSE firm. Gregg earned a Bachelor of Science degree from Florida State University specializing in Economics and Political Science. Gregg was born and raised in Sarasota, Florida and outside of the office, he enjoys fundraising for children with speech and hearing disabilities as a member of the Sertoma Club of Greater Sarasota. Gregg enjoys spending time with his family and is the proud father of Hunter and Kaley. He is an avid sports fan as well and enjoys seeing both of his children succeed in various athletic and academic activities.

James P. Cooper

Partner, Senior Wealth Advisor

James Cooper is a Partner and Senior Wealth Advisor in Beacon Pointe’s Sarasota, Florida office. He specializes in customized solutions paired with the highest level of service that help clients meet their investment and wealth planning goals. Retirement income and wealth planning have become a focus of his business.  Prior to joining Beacon Pointe, James helped build Southern Trust Financial Planning in Sarasota, Florida and was the Senior Vice President of Investments. Southern Trust Financial Planning merged with Beacon Pointe in 2021.  James started his twenty-three-year career at Moors & Cabot Financial Advisors, LLC, (a division of Moors & Cabot, Inc), a 117-year-old Boston based NYSE firm. He earned his bachelor’s and master’s degrees at Florida State University, specializing in Economics and Finance.   Outside of the office, James is involved in fundraising and volunteering at many local Sarasota schools. He is the proud husband of Nancy and father of Trisha and Dominic.

Marc S. Wolff

Partner, Managing Director

Marc Wolff is a partner and the Managing Director of the Beacon Pointe Sarasota and Bonita Springs, Florida offices and is responsible for working with clients to meet their investment and income objectives by providing clients with comprehensive financial guidance coupled with the highest level of service. Prior to joining Beacon Pointe, Marc founded Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Marc leverages over three decades of experience in investment services to craft custom solutions built on sound investment principles and detailed research and analysis. Marc has been awarded the Five Star Wealth Manager award. Marc earned his Bachelor of Science degree in Business Administration from the University of Florida where he specialized in Finance, graduating with highest honors and a 4.0 grade point average. Outside the office Marc has traveled around the world with the Global Volunteers organization helping in third world countries. In 2010 he founded the Lou Komarov Memorial Scholarship, which awards qualifying high school seniors a 4-year university scholarship. Marc is an accomplished marathon runner, and enjoys spending time with his wife, Rechelle, and is a proud father to their four children Alexandria (Allie), Joshua, Maddison and Questin.

Meet the Sarasota Financial Advisor Team

Filter By

Barbara Milhoan

Relationship Manager

Barbara is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include providing a high level of client service, account administration, processing new and existing account paperwork, money transfers, among other duties. Prior to joining Beacon Pointe, Barbara was a Director of Client Services at Southern Trust Financial Planning. Her early career journey included an unusual series of jobs including administrative positions at two State universities; the director of a large festival with international ties; and as an advertising sales executive. During midlife, Barbara sought a career in the securities industry and acquired the appropriate FINRA licenses required of a financial advisor. Within five years she began a thirty-year association with Marc Wolff and James Cooper as an assistant and office manager until she took a hiatus in 2017 to complete her first book, Unconscious Decisions. She is currently working on her second book but was coaxed out of retirement in late 2019 by James Cooper, to assist him and his clients on a part-time basis.

Carol Winterfeldt

Office Manager

Carol an office manager for the Beacon Pointe Sarasota, Florida office. Carol works closely with the wealth advisors in providing support to clients. Prior to joining Beacon Pointe, Carol was an administrative assistant at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Carol earned her bachelor’s degree in Education at Florida Southern College. She is active in the community and enjoys volunteering with local animal rescues.  Carol grew up in Long Island and relocated to Florida with her family in 1996.

Christine Harman

Operations Manager

Christine is the Operations Manager for Beacon Pointe’s Sarasota, Florida office and responsible for daily firm operations, implementing policy and procedures, compliance, licensing, and client servicing. Prior to joining Beacon Pointe, Christine was an Operations Manager at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Christine has worked in the financial field at Prudential Financial Services and Nationwide Insurance, and in the health insurance field at Florida Blue and Meadowbrook Insurance Agency. She is a Notary Public, holds a Real Estate sales license as well as Life, Health and Variable Annuity license. Step-mom to Lance and Heidi, grandmother to Irelyn, best friend to husband Jeff, she shares her Sarasota home with four rescue cats. She enjoys entertaining, reading, traveling and family. On the weekends you will find her scouring neighborhoods for garage-sales for the perfect must-have trinket or the Farmers Market for organic produce.

Dee Stone

Associate, Office Management

Dee provides multi-faceted operational support to Beacon Pointe’s Sarasota, Florida office through a range of administrative, financial, and organizational tasks. Prior to joining Beacon Pointe, Dee was a Receptionist at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Earlier in her career, Dee worked in Banking, Insurance and Payroll industries and is originally from Chicago. Outside of the office, Dee enjoys spending time with Friends and doing community work.  As a Florida JCI Senator, Dee has held many appointed positions within the organization, as well as fundraising for local organizations, as well as working with fellow past Jaycees in providing Thanksgiving Dinner to a local shelter that helps those in need.

Gregg Gionfriddo

Senior Wealth Advisor

Gregg is a Senior Wealth Advisor based in Beacon Pointe’s Sarasota, Florida office, developing customized strategies to help individuals and families meet their financial goals. Prior to joining Beacon Pointe, Gregg was a Senior Wealth Advisor at Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Earlier in his career, he spent time in the Recruiting industry. He became a registered representative and entered the financial services industry in 2007 as an investment consultant with Moors & Cabot, Inc, a 117-year-old Boston based NYSE firm. Gregg earned a Bachelor of Science degree from Florida State University specializing in Economics and Political Science. Gregg was born and raised in Sarasota, Florida and outside of the office, he enjoys fundraising for children with speech and hearing disabilities as a member of the Sertoma Club of Greater Sarasota. Gregg enjoys spending time with his family and is the proud father of Hunter and Kaley. He is an avid sports fan as well and enjoys seeing both of his children succeed in various athletic and academic activities.

James P. Cooper

Partner, Senior Wealth Advisor

James Cooper is a Partner and Senior Wealth Advisor in Beacon Pointe’s Sarasota, Florida office. He specializes in customized solutions paired with the highest level of service that help clients meet their investment and wealth planning goals. Retirement income and wealth planning have become a focus of his business.  Prior to joining Beacon Pointe, James helped build Southern Trust Financial Planning in Sarasota, Florida and was the Senior Vice President of Investments. Southern Trust Financial Planning merged with Beacon Pointe in 2021.  James started his twenty-three-year career at Moors & Cabot Financial Advisors, LLC, (a division of Moors & Cabot, Inc), a 117-year-old Boston based NYSE firm. He earned his bachelor’s and master’s degrees at Florida State University, specializing in Economics and Finance.   Outside of the office, James is involved in fundraising and volunteering at many local Sarasota schools. He is the proud husband of Nancy and father of Trisha and Dominic.

Marc S. Wolff

Partner, Managing Director

Marc Wolff is a partner and the Managing Director of the Beacon Pointe Sarasota and Bonita Springs, Florida offices and is responsible for working with clients to meet their investment and income objectives by providing clients with comprehensive financial guidance coupled with the highest level of service. Prior to joining Beacon Pointe, Marc founded Southern Trust Financial Planning, which merged with Beacon Pointe in 2021. Marc leverages over three decades of experience in investment services to craft custom solutions built on sound investment principles and detailed research and analysis. Marc has been awarded the Five Star Wealth Manager award. Marc earned his Bachelor of Science degree in Business Administration from the University of Florida where he specialized in Finance, graduating with highest honors and a 4.0 grade point average. Outside the office Marc has traveled around the world with the Global Volunteers organization helping in third world countries. In 2010 he founded the Lou Komarov Memorial Scholarship, which awards qualifying high school seniors a 4-year university scholarship. Marc is an accomplished marathon runner, and enjoys spending time with his wife, Rechelle, and is a proud father to their four children Alexandria (Allie), Joshua, Maddison and Questin.

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

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

    IMPORTANT NOTICE:

    You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

    Privacy Preferences
    When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
    Loading...