Senior Wealth Strategist
Jade is a part of Beacon Pointe’s Financial and Strategic Planning Department and helps individuals and their families to best utilize their wealth to meet their lifetime and legacy goals. Prior to joining Beacon Pointe, Jade practiced as a Trusts and Estates Attorney focusing her practice on all aspects of estate planning, and the administration of trusts and estates. She advised individuals and families as to overall wealth and estate planning, including gifting strategies and gift tax compliance, as well as counseled individuals and banks acting in fiduciary capacities in matters of estate and trust administration. Prior to private practice, Jade served as a Trust Officer and Administrator at U.S. Trust/Bank of America Private Bank and City National Bank providing a coordinated and proactive approach to trust and estate administration and investment management. Jade earned her J.D. from Loyola Law School in Los Angeles, completing a concentration in Tax Law with honors. Prior to law school, Jade earned her M.B.A. at Campbell University in North Carolina, as well as a B.S. in Business Administration, cum laude, in Trust and Wealth Management, with a second concentration in Accounting and a minor in Financial Planning.