Financial Planners
in Dallas, Texas

Based in the Dallas area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

5960 Berkshire Lane, Suite 1175, Dallas, TX 75225

(214) 387-2559

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Connect with One of Our Trusted Financial Planners in Dallas, TX

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

5960 Berkshire Lane, Suite 1175, Dallas, TX 75225

(214) 387-2559

Get Directions

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Dallas Financial Planners & Advisors

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Julie Anderson

Senior Relationship Manager

Julie Anderson is a Senior Relationship Manager at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, Julie spent nearly two decades at UBS Private Wealth Management. She graduated from the University of Texas at Tyler, earning a B.B.A. degree in Finance.

Julie E. Montgomery

Senior Relationship Manager

Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.

Pierce Halsted

Senior Associate Wealth Advisor

Pierce Halsted is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe in 2023, Pierce spent four years at UBS Private Wealth Management. He received his B.B.A. in Finance and Economics from Baylor University and graduated with highest honors.

Russell Crow

Partner, Managing Director

Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.

Sarah Stubbs

Associate Wealth Advisor

Sarah Stubbs is an Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe in 2023, Sarah worked for UBS Private Wealth Management for five years. She graduated from San Jose State University with a B.B.S. in Business, with a concentration in Finance and Accounting Information Systems.

William Diehl, CFA®

Partner, Managing Director

William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.

Meet Our Dallas Financial Planners & Advisors

Filter By

Julie Anderson

Senior Relationship Manager

Julie Anderson is a Senior Relationship Manager at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, Julie spent nearly two decades at UBS Private Wealth Management. She graduated from the University of Texas at Tyler, earning a B.B.A. degree in Finance.

Julie E. Montgomery

Senior Relationship Manager

Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.

Pierce Halsted

Senior Associate Wealth Advisor

Pierce Halsted is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe in 2023, Pierce spent four years at UBS Private Wealth Management. He received his B.B.A. in Finance and Economics from Baylor University and graduated with highest honors.

Russell Crow

Partner, Managing Director

Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.

Sarah Stubbs

Associate Wealth Advisor

Sarah Stubbs is an Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe in 2023, Sarah worked for UBS Private Wealth Management for five years. She graduated from San Jose State University with a B.B.S. in Business, with a concentration in Finance and Accounting Information Systems.

William Diehl, CFA®

Partner, Managing Director

William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.

Meet Our Dallas Financial Planners & Advisors

Filter By

Julie Anderson

Senior Relationship Manager

Julie Anderson is a Senior Relationship Manager at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, Julie spent nearly two decades at UBS Private Wealth Management. She graduated from the University of Texas at Tyler, earning a B.B.A. degree in Finance.

Julie E. Montgomery

Senior Relationship Manager

Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.

Pierce Halsted

Senior Associate Wealth Advisor

Pierce Halsted is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe in 2023, Pierce spent four years at UBS Private Wealth Management. He received his B.B.A. in Finance and Economics from Baylor University and graduated with highest honors.

Russell Crow

Partner, Managing Director

Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.

Sarah Stubbs

Associate Wealth Advisor

Sarah Stubbs is an Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe in 2023, Sarah worked for UBS Private Wealth Management for five years. She graduated from San Jose State University with a B.B.S. in Business, with a concentration in Finance and Accounting Information Systems.

William Diehl, CFA®

Partner, Managing Director

William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.

Connect with one of our trusted Financial Advisors in the Dallas area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Dallas, TX team if we can be of service.

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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.

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