Dee StoneDee Stone
Associate, Office Management

Contact Me

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.


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.