Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Winter Park-Orlando, Florida
Address

1400 W. Fairbanks Avenue
Suite 202
Winter Park, FL 32789

Contact

info-FL@beaconpointe.com
(407) 629-7008

Winter Park / Orlando Team

Beacon Pointe is a Winter Park-Orlando based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Winter Park focus on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic wealth approach covers 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, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We look forward to connecting with you at our Winter Park office to see how best we can assist you with your investment portfolio and financial planning needs.

Filter By

Amy Pounds

Associate Wealth Advisor

Andrew Maroon

Associate Wealth Advisor

Crystal Garner

Principal, Senior Wealth Advisor

Elaine Kirchner

Senior Associate, Office Management

Eric Faber, MBA

Principal, Senior Wealth Advisor

Henry Levis

Associate Wealth Advisor

Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time.  Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.

J.L. Hurt IV, MBA

Principal, Senior Wealth Advisor

Jackie Giovanetti

Associate, Office Management

James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC

Partner, Managing Director

Paige L. Goll

Principal, Senior Strategic Investment Advisor

Winter Park / Orlando Team

Filter By

Amy Pounds

Associate Wealth Advisor

Andrew Maroon

Associate Wealth Advisor

Crystal Garner

Principal, Senior Wealth Advisor

Elaine Kirchner

Senior Associate, Office Management

Eric Faber, MBA

Principal, Senior Wealth Advisor

Henry Levis

Associate Wealth Advisor

Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time.  Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.

J.L. Hurt IV, MBA

Principal, Senior Wealth Advisor

Jackie Giovanetti

Associate, Office Management

James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC

Partner, Managing Director

Paige L. Goll

Principal, Senior Strategic Investment Advisor

Winter Park / Orlando Team

Filter By

Amy Pounds

Associate Wealth Advisor

Andrew Maroon

Associate Wealth Advisor

Crystal Garner

Principal, Senior Wealth Advisor

Elaine Kirchner

Senior Associate, Office Management

Eric Faber, MBA

Principal, Senior Wealth Advisor

Henry Levis

Associate Wealth Advisor

Henry is an Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Henry is an alumnus of Beacon Pointe’s Summer Internship Program, having spent two summers working in various departments as an intern before joining the firm full-time.  Henry graduated from Washington State University with a bachelor’s degree in finance. Henry is originally from Reno, Nevada and was raised in the state of Washington. Outside of work he enjoys cooking, staying active, watching sports and spending time with family and friends.

J.L. Hurt IV, MBA

Principal, Senior Wealth Advisor

Jackie Giovanetti

Associate, Office Management

James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC

Partner, Managing Director

Paige L. Goll

Principal, Senior Strategic Investment Advisor

Connect with one of our trusted Advisors.

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

Loading...