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 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 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.

Contact Information

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

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

Meet the 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, 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

Jackie Giovanetti

Associate, Office Management

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

Partner, Managing Director

Paige L. Goll

Principal, Senior Strategic Investment Advisor

Meet the 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, 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

Jackie Giovanetti

Associate, Office Management

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

Partner, Managing Director

Paige L. Goll

Principal, Senior Strategic Investment Advisor

Meet the 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, 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

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.

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