Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in San Antonio, TX.

Beacon Pointe is a San Antonio based wealth advisor and is one of the largest 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 San Antonio 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 San Antonio office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(210) 201-4284

Meet the San Antonio Financial Advisor Team

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Alexander W. Pierce III

Partner, Senior Wealth Advisor

Alexander (Rusty) is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. Rusty began his career in the financial services industry in San Antonio in 1980 after graduating from Southern Methodist University with a B.B.A in finance. For the next 17 years, he worked for Texas-based brokerage firms as a Registered Representative serving high-net-worth investors. From 1997 until 2023, he served as a Research Analyst and Portfolio Manager for two Texas-based investment management firms registered with the Securities and Exchange Commission. He has also previously held the additional responsibilities of Chief Operating Officer and Chief Compliance Officer. He opened the Beacon Pointe San Antonio office in 2023 and his responsibilities include constructing and managing custom portfolios for successful business owners, their families, and women in transition. His charitable interests have been devoted to numerous youth athletic organizations on behalf of his three sons.

Christi Austin

Senior Associate, Client Service

Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.

Michael R. Beck

Partner, Managing Director

Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L.  Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.

Mykael S. Young

Relationship Manager

Mykael is the Relationship Manager for Beacon Pointe’s Dallas office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Mykael spent six years working in the wealth management industry. Mykael earned her bachelor’s degree in Communication Studies from The University of Kansas and minored in Business and Psychology. Outside of the office, she enjoys reading, traveling, and spending time with friends and family.

Meet the Dallas Financial Advisor Team

Filter By

Alexander W. Pierce III

Partner, Senior Wealth Advisor

Alexander (Rusty) is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. Rusty began his career in the financial services industry in San Antonio in 1980 after graduating from Southern Methodist University with a B.B.A in finance. For the next 17 years, he worked for Texas-based brokerage firms as a Registered Representative serving high-net-worth investors. From 1997 until 2023, he served as a Research Analyst and Portfolio Manager for two Texas-based investment management firms registered with the Securities and Exchange Commission. He has also previously held the additional responsibilities of Chief Operating Officer and Chief Compliance Officer. He opened the Beacon Pointe San Antonio office in 2023 and his responsibilities include constructing and managing custom portfolios for successful business owners, their families, and women in transition. His charitable interests have been devoted to numerous youth athletic organizations on behalf of his three sons.

Christi Austin

Senior Associate, Client Service

Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.

Michael R. Beck

Partner, Managing Director

Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L.  Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.

Mykael S. Young

Relationship Manager

Mykael is the Relationship Manager for Beacon Pointe’s Dallas office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Mykael spent six years working in the wealth management industry. Mykael earned her bachelor’s degree in Communication Studies from The University of Kansas and minored in Business and Psychology. Outside of the office, she enjoys reading, traveling, and spending time with friends and family.

Meet the Dallas Financial Advisor Team

Filter By

Alexander W. Pierce III

Partner, Senior Wealth Advisor

Alexander (Rusty) is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. Rusty began his career in the financial services industry in San Antonio in 1980 after graduating from Southern Methodist University with a B.B.A in finance. For the next 17 years, he worked for Texas-based brokerage firms as a Registered Representative serving high-net-worth investors. From 1997 until 2023, he served as a Research Analyst and Portfolio Manager for two Texas-based investment management firms registered with the Securities and Exchange Commission. He has also previously held the additional responsibilities of Chief Operating Officer and Chief Compliance Officer. He opened the Beacon Pointe San Antonio office in 2023 and his responsibilities include constructing and managing custom portfolios for successful business owners, their families, and women in transition. His charitable interests have been devoted to numerous youth athletic organizations on behalf of his three sons.

Christi Austin

Senior Associate, Client Service

Christi is a member of the Beacon Pointe Dallas client service and operations department and is responsible for partnering with the firm’s investment, wealth management and financial planning teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, gathering financial planning information, setting up clients with the financial planning portal and communicating with clients to provide the highest level of service. Christi’s past experience includes over 10 years of financial reporting and office management for a variety of retail and wholesale companies. She received a B.B.A in Finance from the University of North Texas. Christi enjoys watching Dallas Cowboys football, playing tennis and listening to the Beatles.

Michael R. Beck

Partner, Managing Director

Michael Beck is a managing director and oversees the Beacon Pointe Dallas office and has nearly 40 years of experience in the financial services industry. He builds custom portfolios driven by his clients’ investment objectives and advises high-net-worth individuals and families, business owners, foundations, retirement accounts, and women in transition. As part of an comprehensive financial strategy, he works with his clients’ CPAs, estate attorneys and other key professionals in order to provide comprehensive financial planning. In addition to his wealth advisory responsibilities, Michael is a member of Beacon Pointe’s Securities Research Committee. Prior to joining Beacon Pointe, Michael was a managing director for Wealthstreet Investment Advisors, LLC. He began his career as a portfolio manager at Gerald L.  Ray and Associates, Ltd. in 1999 and before becoming a portfolio manager, he worked in investment banking and private equity. He has also served as an executive and financial officer for several companies in healthcare and retail. He received a B.A. in Economics and Business Administration from Vanderbilt University. Michael is married to his wife Patrice and they have two sons.

Mykael S. Young

Relationship Manager

Mykael is the Relationship Manager for Beacon Pointe’s Dallas office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Mykael spent six years working in the wealth management industry. Mykael earned her bachelor’s degree in Communication Studies from The University of Kansas and minored in Business and Psychology. Outside of the office, she enjoys reading, traveling, and spending time with friends and family.

Connect with one of our trusted Financial Advisors in San Antonio, TX.

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

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