Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Winter Park, FL
Beacon Pointe is an Orlando 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 Winter Park 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 Winter Park office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Winter Park / Orlando Financial Advisor Team
Amy Pounds
Client Service Manager
Andrew Maroon
Client Service Associate
Christopher Budny, CFP®
Wealth Advisor
Chris is a Wealth Advisor in Beacon Pointe’s Winter Park office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers, and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the Certified Financial Planner™ (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.
Crystal Garner
Principal, Senior Wealth Advisor
Elaine Kirchner
Senior Associate, Office Management
Eric Faber, MBA
Principal, Regional Director, Senior Wealth Advisor
Eric is a Regional Director and Senior Wealth Advisor in the Beacon Pointe Florida office responsible for assisting clients with setting and achieving their long-term financial goals along with coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Eric builds long-term trusting relationships with his clients and ensures that their financial objectives and expectations are met or exceeded. Eric is a native of Orlando, Florida and a graduate of Rollins College where he obtained a bachelor’s degree in Political Science and played Division II basketball earning All-American honors. Eric obtained his Master of Business Administration (MBA) from the University of Central Florida and is currently a Certified Financial Planner™ (CFP®) candidate. Prior to joining the Ferrell Wealth Management team, Eric worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Orlando branch of After-School All-Stars and loves to spend time with his wife and their two children. In his spare time, he loves to play golf and remain actively involved in the game of basketball.
J.L. Hurt IV, MBA
Principal, Senior Wealth Advisor
James W. Ferrell, CPA, CFP®, PFS, CIMC, MBA
Partner, Managing Director
James (Jimmy) Ferrell is a Managing Director at Beacon Pointe Advisors Florida and is responsible for client service, new client development, and growing Beacon Pointe’s presence throughout the state of Florida. Prior to Beacon Pointe, Jimmy was President of Ferrell Wealth Management for nearly 25 years. Jimmy holds designations as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), Personal Financial Specialist (PFS), and Certified Investment Management Consultant (CIMC); his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investments & Wealth Institute.
Jimmy, an Orlando native, graduated summa cum laude from the University of Central Florida (UCF) with a double major in accounting and finance and earned a Master of Business Administration with a finance specialization from Florida State University. Jimmy is actively involved in local organizations including Morning Star Charities (President), Winter Park Chamber of Commerce, UCF Foundation (Past-Chairman of the Investment Committee), The Center for Advanced Entrepreneurship at Rollins College (Board of Directors), Interlachen Country Club (Board of Directors), and serves as a director on the board of Winter Park National Bank.
Jimmy has been honored by his alma mater as an inductee into the UCF College of Business Administration Hall of Fame and a recipient of the 2012 Service to UCF Award. He was one of four honorees of the American Diabetes Association’s 2014 Father of the Year Awards and an honoree at the Bishop Moore High School 2018 Legacy Gala for his service and commitment to the Catholic community.
Michelle Miller
Senior Executive Assistant
As the Senior Executive Assistant in the Beacon Pointe Winter Park, FL office, Michelle serves as an organizational conduit of information, providing her team and their extensions with unwavering and proactive support. Culminating from decades of well-rounded experience in management, office administration, customer service, and sales, Beacon Pointe clients benefit from Michelle’s relentless professionalism and attention to detail. When Michelle is not at work, helping to make everyone’s day run smoother, she is a dedicated mother and grandmother, creating loving and lasting memories for family, friends, and community alike.
Paige L. Goll
Principal, Senior Strategic Investment Advisor
Sean Lamb
Senior Wealth Advisor
Sean Lamb is a Senior Wealth Manager at Beacon Pointe Advisors. He has expertise in the areas of investment, tax, insurance, education, estate, and retirement planning, and works directly with clients to develop and implement customized financial planning strategies to achieve their goals. Sean has over two decades of financial planning experience. Sean graduated from Towson University in Towson, Maryland with a Bachelor of Science degree in Business Administration and he holds the Certified Financial Planner™ (CFP®) designation. Sean and his wife, and his son and daughter live in Fort Lauderdale, Florida. He enjoys boating, spending time with his family, working out, and creative writing.
Meet the Winter Park / Orlando Financial Advisor Team
Amy Pounds
Client Service Manager
Andrew Maroon
Client Service Associate
Christopher Budny, CFP®
Wealth Advisor
Chris is a Wealth Advisor in Beacon Pointe’s Winter Park office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers, and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the Certified Financial Planner™ (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.
Crystal Garner
Principal, Senior Wealth Advisor
Elaine Kirchner
Senior Associate, Office Management
Eric Faber, MBA
Principal, Regional Director, Senior Wealth Advisor
Eric is a Regional Director and Senior Wealth Advisor in the Beacon Pointe Florida office responsible for assisting clients with setting and achieving their long-term financial goals along with coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Eric builds long-term trusting relationships with his clients and ensures that their financial objectives and expectations are met or exceeded. Eric is a native of Orlando, Florida and a graduate of Rollins College where he obtained a bachelor’s degree in Political Science and played Division II basketball earning All-American honors. Eric obtained his Master of Business Administration (MBA) from the University of Central Florida and is currently a Certified Financial Planner™ (CFP®) candidate. Prior to joining the Ferrell Wealth Management team, Eric worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Orlando branch of After-School All-Stars and loves to spend time with his wife and their two children. In his spare time, he loves to play golf and remain actively involved in the game of basketball.
J.L. Hurt IV, MBA
Principal, Senior Wealth Advisor
James W. Ferrell, CPA, CFP®, PFS, CIMC, MBA
Partner, Managing Director
James (Jimmy) Ferrell is a Managing Director at Beacon Pointe Advisors Florida and is responsible for client service, new client development, and growing Beacon Pointe’s presence throughout the state of Florida. Prior to Beacon Pointe, Jimmy was President of Ferrell Wealth Management for nearly 25 years. Jimmy holds designations as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), Personal Financial Specialist (PFS), and Certified Investment Management Consultant (CIMC); his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investments & Wealth Institute.
Jimmy, an Orlando native, graduated summa cum laude from the University of Central Florida (UCF) with a double major in accounting and finance and earned a Master of Business Administration with a finance specialization from Florida State University. Jimmy is actively involved in local organizations including Morning Star Charities (President), Winter Park Chamber of Commerce, UCF Foundation (Past-Chairman of the Investment Committee), The Center for Advanced Entrepreneurship at Rollins College (Board of Directors), Interlachen Country Club (Board of Directors), and serves as a director on the board of Winter Park National Bank.
Jimmy has been honored by his alma mater as an inductee into the UCF College of Business Administration Hall of Fame and a recipient of the 2012 Service to UCF Award. He was one of four honorees of the American Diabetes Association’s 2014 Father of the Year Awards and an honoree at the Bishop Moore High School 2018 Legacy Gala for his service and commitment to the Catholic community.
Michelle Miller
Senior Executive Assistant
As the Senior Executive Assistant in the Beacon Pointe Winter Park, FL office, Michelle serves as an organizational conduit of information, providing her team and their extensions with unwavering and proactive support. Culminating from decades of well-rounded experience in management, office administration, customer service, and sales, Beacon Pointe clients benefit from Michelle’s relentless professionalism and attention to detail. When Michelle is not at work, helping to make everyone’s day run smoother, she is a dedicated mother and grandmother, creating loving and lasting memories for family, friends, and community alike.
Paige L. Goll
Principal, Senior Strategic Investment Advisor
Sean Lamb
Senior Wealth Advisor
Sean Lamb is a Senior Wealth Manager at Beacon Pointe Advisors. He has expertise in the areas of investment, tax, insurance, education, estate, and retirement planning, and works directly with clients to develop and implement customized financial planning strategies to achieve their goals. Sean has over two decades of financial planning experience. Sean graduated from Towson University in Towson, Maryland with a Bachelor of Science degree in Business Administration and he holds the Certified Financial Planner™ (CFP®) designation. Sean and his wife, and his son and daughter live in Fort Lauderdale, Florida. He enjoys boating, spending time with his family, working out, and creative writing.
Meet the Winter Park / Orlando Financial Advisor Team
Amy Pounds
Client Service Manager
Andrew Maroon
Client Service Associate
Christopher Budny, CFP®
Wealth Advisor
Chris is a Wealth Advisor in Beacon Pointe’s Winter Park office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers, and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the Certified Financial Planner™ (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.
Crystal Garner
Principal, Senior Wealth Advisor
Elaine Kirchner
Senior Associate, Office Management
Eric Faber, MBA
Principal, Regional Director, Senior Wealth Advisor
Eric is a Regional Director and Senior Wealth Advisor in the Beacon Pointe Florida office responsible for assisting clients with setting and achieving their long-term financial goals along with coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Eric builds long-term trusting relationships with his clients and ensures that their financial objectives and expectations are met or exceeded. Eric is a native of Orlando, Florida and a graduate of Rollins College where he obtained a bachelor’s degree in Political Science and played Division II basketball earning All-American honors. Eric obtained his Master of Business Administration (MBA) from the University of Central Florida and is currently a Certified Financial Planner™ (CFP®) candidate. Prior to joining the Ferrell Wealth Management team, Eric worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Orlando branch of After-School All-Stars and loves to spend time with his wife and their two children. In his spare time, he loves to play golf and remain actively involved in the game of basketball.
J.L. Hurt IV, MBA
Principal, Senior Wealth Advisor
James W. Ferrell, CPA, CFP®, PFS, CIMC, MBA
Partner, Managing Director
James (Jimmy) Ferrell is a Managing Director at Beacon Pointe Advisors Florida and is responsible for client service, new client development, and growing Beacon Pointe’s presence throughout the state of Florida. Prior to Beacon Pointe, Jimmy was President of Ferrell Wealth Management for nearly 25 years. Jimmy holds designations as a Certified Public Accountant (CPA), Certified Financial Planner™ (CFP®), Personal Financial Specialist (PFS), and Certified Investment Management Consultant (CIMC); his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investments & Wealth Institute.
Jimmy, an Orlando native, graduated summa cum laude from the University of Central Florida (UCF) with a double major in accounting and finance and earned a Master of Business Administration with a finance specialization from Florida State University. Jimmy is actively involved in local organizations including Morning Star Charities (President), Winter Park Chamber of Commerce, UCF Foundation (Past-Chairman of the Investment Committee), The Center for Advanced Entrepreneurship at Rollins College (Board of Directors), Interlachen Country Club (Board of Directors), and serves as a director on the board of Winter Park National Bank.
Jimmy has been honored by his alma mater as an inductee into the UCF College of Business Administration Hall of Fame and a recipient of the 2012 Service to UCF Award. He was one of four honorees of the American Diabetes Association’s 2014 Father of the Year Awards and an honoree at the Bishop Moore High School 2018 Legacy Gala for his service and commitment to the Catholic community.
Michelle Miller
Senior Executive Assistant
As the Senior Executive Assistant in the Beacon Pointe Winter Park, FL office, Michelle serves as an organizational conduit of information, providing her team and their extensions with unwavering and proactive support. Culminating from decades of well-rounded experience in management, office administration, customer service, and sales, Beacon Pointe clients benefit from Michelle’s relentless professionalism and attention to detail. When Michelle is not at work, helping to make everyone’s day run smoother, she is a dedicated mother and grandmother, creating loving and lasting memories for family, friends, and community alike.
Paige L. Goll
Principal, Senior Strategic Investment Advisor
Sean Lamb
Senior Wealth Advisor
Sean Lamb is a Senior Wealth Manager at Beacon Pointe Advisors. He has expertise in the areas of investment, tax, insurance, education, estate, and retirement planning, and works directly with clients to develop and implement customized financial planning strategies to achieve their goals. Sean has over two decades of financial planning experience. Sean graduated from Towson University in Towson, Maryland with a Bachelor of Science degree in Business Administration and he holds the Certified Financial Planner™ (CFP®) designation. Sean and his wife, and his son and daughter live in Fort Lauderdale, Florida. He enjoys boating, spending time with his family, working out, and creative writing.
Connect with one of our trusted Financial Advisors in Winter Park / Orlando, FL.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
