Tammi S. Jackson, JD
Senior Wealth Strategist
Tammi supports individuals and their families to help define and accomplish their wealth planning and legacy goals. She works with Beacon Pointe advisors and clients to develop customized wealth plans and helps to implement solutions based on a thorough understanding of their personal values, asset growth and wealth transfer goals, and visions for their legacy. Prior to Beacon Pointe Advisors, Tammi was a Senior Wealth Planner at Wells Fargo and prior to that spent 13 years in the life insurance industry as an Advanced Markets attorney. In those roles, she helped to advise high net worth clients in areas of advanced estate planning, estate tax reduction, charitable tax planning, business succession planning, life insurance and retirement planning. Tammi has been published in the Estate Planning Journal with her article “Creative Strategies to Resolve Complex Estate Planning Needs” in the July 2012 issue. Tammi obtained her Juris Doctor (JD) from Whittier Law School, her Bachelor of Business Administration (BBS) from the University of San Diego and is a member of the State Bar of California. She resides in Phoenix, Arizona with her son and they enjoy traveling to a new destination each year.