Tori O’Neill Shadaia
Senior Associate Wealth Advisor
Tori O’Neill Shadaia is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her responsibilities include client portfolio review preparation, account administration, money transfers, and communicating with clients to provide the highest levels of service. In addition, Tori supports the comprehensive financial planning for our clients. Prior to joining Beacon Pointe, Tori was a Client Service Specialist at Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Tori graduated from Michigan State University in 2019 with a bachelor’s degree in Finance from the Eli Broad College of Business, with a minor in Entrepreneurship and Innovation. Tori is currently enrolled in the Certified Financial Planner™ (CFP®) certification program with a projected completion in Fall 2023.