Jennifer McCosley, CAP®, CFP®
Senior Wealth Advisor

Request an Appointment | Office Information

Jenny McCosley is a Senior Wealth Advisor based in Beacon Pointe’s North Carolina office and is responsible for partnering with the Beacon Pointe investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Jenny began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust, and registered investment advisory firms. Jenny finds the people she works with as fascinating as finance, and she enjoys helping individuals and couples bring to life their retirement goals. Her appreciation for families comes from her own upbringing as the second oldest of eleven children, with three sisters and seven brothers. Nine of Jenny’s ten siblings are adopted, and three of those nine are special needs children. Jenny brings her lived experiences and technical expertise together when working with families of individuals with Intellectual and Developmental Disabilities (IDDs) and is currently pursuing the Chartered Special Needs Consultant® designation. Jenny was named to the Triad Business Journal’s 40 Under 40 in 2022. She is a Campbell University alum and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Advisor in Philanthropy® (CAP®) designations. Outside of the office, Jenny devotes her spare time to her family and the Peacehaven Community Farm, where she serves as the Board Chair.


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.