Vicki Smiley
Manager, Operations
Vicki Smiley is the operations manager for the Beacon Pointe Advisors Dallas office. She 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 client service, onboarding of new relationships, and database and custodian management. She leverages expert level knowledge of custodian processes to provide a seamless experience for clients and is the primary point of contact for routine to very complex client inquiries. Prior to joining Beacon Pointe Advisors, Vicki was the operations manager for 28 years at Wealthstreet Investment Advisors, LLC and its predecessor firm Gerald L. Ray & Associates, Ltd. Vicki earned both a B.B.A. in Finance and in Economics from Texas Tech University and received her M.A. in Economics at the University of Texas at Arlington. Outside of the office, Vicki and her husband Tim enjoy spending time with family and friends and a good Netflix binge whenever possible.
