Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Greenville, SC

Beacon Pointe is a Greenville based wealth advisor and is one of the largest independent Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Greenville focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Greenville office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info-sc@beaconpointe.com
(864) 235-1428

Meet the South Carolina Team

Filter By

Amanda Henderson

Operations Manager

Amanda is the Operations Manager for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Anna Wolford

Associate Wealth Advisor

Anna is an Associate Wealth Advisor for Beacon Pointe’s South Carolina office. She is responsible for helping private clients determine and achieve their financial goals. She graduated with a B.A. in Foreign Languages from George Mason University’s Honors College, concentrating in Mandarin Chinese and French. Prior to joining Beacon Pointe Advisors, Anna worked as the Operations Manager for Hanover Advisors of Atlanta, GA and then as the Paraplanner for CDA Group of Greenville, SC. She and her husband enjoy volunteering in the Greenville community and completing DIY projects in their historic mid-century modern home.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

J. Kent Giguere, Jr., CFP®, ChFC®

Partner, Senior Wealth Advisor

Kent Giguere, Jr. is a senior wealth advisor for the Beacon Pointe South Carolina office is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high net worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing and chasing his two boys around.

Joe D. Schofield, III

Partner, Managing Director

Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.

Rebekah Blake

Insurance Support Specialist

Rebekah is an Insurance Support Specialist for Beacon Pointe’s South Carolina office. Her duties include insurance underwriting and service requests. Prior to joining Beacon Pointe Advisors, Rebekah worked as an associate financial representative for Northwestern Mutual before transitioning to her role as an Insurance Support Specialist for CDA Group. Rebekah graduated from Liberty University with a bachelor’s degree in fashion merchandising and history. She brings over five years of experience in the risk product market and holds a South Carolina Life & Health insurance license. She has a background in office, event, food service and retail management. In her spare time, Rebekah enjoys getting outside to hike, bike, kayak and swim. She also loves spending time with her nieces and nephews and serving in several capacities for her local church.

Steven Bright

Partner, Senior Wealth Advisor

Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc.  Steven enjoys playing golf and spending time with his wife and their three children.

Meet the South Carolina Team

Filter By

Amanda Henderson

Operations Manager

Amanda is the Operations Manager for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Anna Wolford

Associate Wealth Advisor

Anna is an Associate Wealth Advisor for Beacon Pointe’s South Carolina office. She is responsible for helping private clients determine and achieve their financial goals. She graduated with a B.A. in Foreign Languages from George Mason University’s Honors College, concentrating in Mandarin Chinese and French. Prior to joining Beacon Pointe Advisors, Anna worked as the Operations Manager for Hanover Advisors of Atlanta, GA and then as the Paraplanner for CDA Group of Greenville, SC. She and her husband enjoy volunteering in the Greenville community and completing DIY projects in their historic mid-century modern home.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

J. Kent Giguere, Jr., CFP®, ChFC®

Partner, Senior Wealth Advisor

Kent Giguere, Jr. is a senior wealth advisor for the Beacon Pointe South Carolina office is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high net worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing and chasing his two boys around.

Joe D. Schofield, III

Partner, Managing Director

Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.

Rebekah Blake

Insurance Support Specialist

Rebekah is an Insurance Support Specialist for Beacon Pointe’s South Carolina office. Her duties include insurance underwriting and service requests. Prior to joining Beacon Pointe Advisors, Rebekah worked as an associate financial representative for Northwestern Mutual before transitioning to her role as an Insurance Support Specialist for CDA Group. Rebekah graduated from Liberty University with a bachelor’s degree in fashion merchandising and history. She brings over five years of experience in the risk product market and holds a South Carolina Life & Health insurance license. She has a background in office, event, food service and retail management. In her spare time, Rebekah enjoys getting outside to hike, bike, kayak and swim. She also loves spending time with her nieces and nephews and serving in several capacities for her local church.

Steven Bright

Partner, Senior Wealth Advisor

Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc.  Steven enjoys playing golf and spending time with his wife and their three children.

Meet the South Carolina Team

Filter By

Amanda Henderson

Operations Manager

Amanda is the Operations Manager for Beacon Pointe’s South Carolina office with over 20 years of experience in the financial services industry.  Her primary duties include daily firm operations, implementing policy and procedures in addition to client servicing. Prior to joining Beacon Pointe Advisors, Amanda worked as the Securities Sales Associate for Carolina First Securities, now TD Ameritrade, and SunTrust Bank and then as the Operations Manager for CDA Group of Greenville, SC.  She enjoys spending her free time outside wandering in nature, woodworking and adrenaline-packed adventure with her daughter.

Anna Wolford

Associate Wealth Advisor

Anna is an Associate Wealth Advisor for Beacon Pointe’s South Carolina office. She is responsible for helping private clients determine and achieve their financial goals. She graduated with a B.A. in Foreign Languages from George Mason University’s Honors College, concentrating in Mandarin Chinese and French. Prior to joining Beacon Pointe Advisors, Anna worked as the Operations Manager for Hanover Advisors of Atlanta, GA and then as the Paraplanner for CDA Group of Greenville, SC. She and her husband enjoy volunteering in the Greenville community and completing DIY projects in their historic mid-century modern home.

Candice Armstrong

Senior Tax Advisor

Candice offers tax planning, preparation, and full accounting services for the Beacon Pointe South Carolina office. Being an Enrolled Agent with the Internal Revenue Service and a licensed attorney in the state of South Carolina affords her the ability to remain up-to-date on the latest tax laws and updates, all the while keeping clients compliant. Prior to working at Beacon Pointe, Candice had more than fifteen years’ combined experience in the private and public accounting sectors, specializing in small business formation, accounting, planning, and tax preparation. In her free time, Candice enjoys traveling with her family and staying active through yoga practice.

J. Kent Giguere, Jr., CFP®, ChFC®

Partner, Senior Wealth Advisor

Kent Giguere, Jr. is a senior wealth advisor for the Beacon Pointe South Carolina office is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kent worked as Chief Operating Officer for CDA Group, a boutique financial planning firm serving high net worth families and business owners. Kent holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification and Chartered Financial Consultant (ChFC®) designation. Kent graduated from Wofford College with a bachelor’s degree in Finance. In his free time, Kent enjoys hunting, golfing and chasing his two boys around.

Joe D. Schofield, III

Partner, Managing Director

Joe D. Schofield III, is a partner and managing director of Beacon Pointe’s South Carolina office with over 27 years of professional experience in advising high net worth families and business owners. Prior to joining Beacon Pointe Advisors, Joe was the Chief Executive Officer and Partner of CDA Group LLC, a boutique financial planning firm serving high net worth families and business owners. Joe’s primary responsibilities are advising clients on investment policy development, portfolio construction, asset allocation, risk management and wealth and estate transfer planning. Joe graduated from Clemson University in 1989 with a BS in Management.

Rebekah Blake

Insurance Support Specialist

Rebekah is an Insurance Support Specialist for Beacon Pointe’s South Carolina office. Her duties include insurance underwriting and service requests. Prior to joining Beacon Pointe Advisors, Rebekah worked as an associate financial representative for Northwestern Mutual before transitioning to her role as an Insurance Support Specialist for CDA Group. Rebekah graduated from Liberty University with a bachelor’s degree in fashion merchandising and history. She brings over five years of experience in the risk product market and holds a South Carolina Life & Health insurance license. She has a background in office, event, food service and retail management. In her spare time, Rebekah enjoys getting outside to hike, bike, kayak and swim. She also loves spending time with her nieces and nephews and serving in several capacities for her local church.

Steven Bright

Partner, Senior Wealth Advisor

Steven is responsible for client servicing and new client development in Beacon Pointe’s South Carolina office and focuses on comprehensive financial planning, risk management and asset protection. Prior to joining Beacon Pointe, Steven served as a financial representative for Carolinas Wealth Management Group, Inc. before joining CDA Group as a private wealth manager. Steven graduated from Vanderbilt University before joining Carolinas Wealth Management Group, Inc.  Steven enjoys playing golf and spending time with his wife and their three children.

Connect with one of our trusted Advisors.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

    [honeypot formtag]

    IMPORTANT NOTICE:

    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.
    Loading...