Senior Associate, Central Operations
Vanessa is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Vanessa spent six years working in Brokerage and Advisory operations at Voya Financial in their Connecticut office. Vanessa earned her Bachelor’s degree in History (American Studies) from Eastern Connecticut State University. In her free time, she enjoys traveling with her husband, listening to True Crime podcasts, and is an avid reader.