James Elliott
Wealth Advisor

Request an Appointment | Office Information

James serves as a Wealth Advisor at Beacon Pointe and is responsible for providing clients with comprehensive financial planning experience, including estate, retirement, tax, risk management planning, and investment management. James specializes in delivering a comprehensive investment strategy, aligning clients’ investments with their overall financial objectives, and gaining a deep understanding of their aspirations, risk tolerance, and long-term vision, while also carefully managing tax considerations. James graduated from the College of Wooster earning a business economics degree and holds a Series 65 license. An avid outdoors enthusiast, James loves exploring nature with his partner, Addison, and their dog, Astro. In his free time, James indulges in tech-centric passion projects and working on his classic car.


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.