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 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 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 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.