Financial Planners
in Vero Beach, Florida

Based in the Vero Beach 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.

819 Beachland Boulevard, Vero Beach, FL 32963

(772) 234-6455

Connect with Us

Connect with One of Our Trusted Financial Planners in Vero Beach, FL

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

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.

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

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

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

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

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

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

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

Meet Our Vero Beach Financial Planners & Advisors

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Edward Moor

Wealth Advisor

Edward is a Wealth Advisor in the Vero Beach, FL office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Edward worked was a Senior Associate with Kite Capital Partners in Vero Beach, Florida. Edward was born and raised in Vero Beach and holds a bachelor’s degree from George Washington University School of Business. Outside of the office, Edward enjoys fishing, gardening and woodworking, and spending time with family and friends.

Kerstin M. Murphy

Partner, Senior Relationship Manager

Kerstin Murphy is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office.  With over twenty years of experience, she has earned a reputation for her broad level of expertise as well as for the exceptional level of care and guidance she provides her clients.  Prior to joining Beacon Pointe, Kerstin was a Managing Partner, Chief Compliance and Operating Officer at Essex Asset Management, LLC.   She is a graduate of Bucknell University, with her studies focused on economics and political science.  Prior to joining Essex Asset Management, Kerstin was a Portfolio Manager at the Bank of New York Mellon.  Kerstin began her career as an analyst at a hedge fund in New York City.

Michael Himmel, CFP®

Partner, Senior Wealth Advisor

Michael Himmel is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals.  Prior to joining Beacon Pointe, Michael committed to a broad array of financial management endeavors throughout his thirty-five-year career most recently in the role of founding Partner and Portfolio Manager for Essex Asset Management, as well as Portfolio Manager for BNY-Mellon, Hedge Fund Manager with Lambeth Master Fund, Ltd., Derivatives, Options and Physical Commodity Trader for Sinochem International London, and NYMEX futures broker for Shearson Lehman American Express. Michael received bachelor’s degrees in economics and financial management from the Catholic University of America. In addition to his degrees, Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received certificates for Financial Options Trading, Artificial Neural Networks Applications, Data Science Specialization, R-Programming, and Computational Finance. Michael enjoys helping families and clients to align their lives and their wealth.

Meet Our Vero Beach Financial Planners & Advisors

Filter By

Edward Moor

Wealth Advisor

Edward is a Wealth Advisor in the Vero Beach, FL office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Edward worked was a Senior Associate with Kite Capital Partners in Vero Beach, Florida. Edward was born and raised in Vero Beach and holds a bachelor’s degree from George Washington University School of Business. Outside of the office, Edward enjoys fishing, gardening and woodworking, and spending time with family and friends.

Kerstin M. Murphy

Partner, Senior Relationship Manager

Kerstin Murphy is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office.  With over twenty years of experience, she has earned a reputation for her broad level of expertise as well as for the exceptional level of care and guidance she provides her clients.  Prior to joining Beacon Pointe, Kerstin was a Managing Partner, Chief Compliance and Operating Officer at Essex Asset Management, LLC.   She is a graduate of Bucknell University, with her studies focused on economics and political science.  Prior to joining Essex Asset Management, Kerstin was a Portfolio Manager at the Bank of New York Mellon.  Kerstin began her career as an analyst at a hedge fund in New York City.

Michael Himmel, CFP®

Partner, Senior Wealth Advisor

Michael Himmel is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals.  Prior to joining Beacon Pointe, Michael committed to a broad array of financial management endeavors throughout his thirty-five-year career most recently in the role of founding Partner and Portfolio Manager for Essex Asset Management, as well as Portfolio Manager for BNY-Mellon, Hedge Fund Manager with Lambeth Master Fund, Ltd., Derivatives, Options and Physical Commodity Trader for Sinochem International London, and NYMEX futures broker for Shearson Lehman American Express. Michael received bachelor’s degrees in economics and financial management from the Catholic University of America. In addition to his degrees, Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received certificates for Financial Options Trading, Artificial Neural Networks Applications, Data Science Specialization, R-Programming, and Computational Finance. Michael enjoys helping families and clients to align their lives and their wealth.

Meet Our Vero Beach Financial Planners & Advisors

Filter By

Edward Moor

Wealth Advisor

Edward is a Wealth Advisor in the Vero Beach, FL office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Edward worked was a Senior Associate with Kite Capital Partners in Vero Beach, Florida. Edward was born and raised in Vero Beach and holds a bachelor’s degree from George Washington University School of Business. Outside of the office, Edward enjoys fishing, gardening and woodworking, and spending time with family and friends.

Kerstin M. Murphy

Partner, Senior Relationship Manager

Kerstin Murphy is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office.  With over twenty years of experience, she has earned a reputation for her broad level of expertise as well as for the exceptional level of care and guidance she provides her clients.  Prior to joining Beacon Pointe, Kerstin was a Managing Partner, Chief Compliance and Operating Officer at Essex Asset Management, LLC.   She is a graduate of Bucknell University, with her studies focused on economics and political science.  Prior to joining Essex Asset Management, Kerstin was a Portfolio Manager at the Bank of New York Mellon.  Kerstin began her career as an analyst at a hedge fund in New York City.

Michael Himmel, CFP®

Partner, Senior Wealth Advisor

Michael Himmel is a wealth advisor in Beacon Pointe’s Vero Beach, Florida office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals.  Prior to joining Beacon Pointe, Michael committed to a broad array of financial management endeavors throughout his thirty-five-year career most recently in the role of founding Partner and Portfolio Manager for Essex Asset Management, as well as Portfolio Manager for BNY-Mellon, Hedge Fund Manager with Lambeth Master Fund, Ltd., Derivatives, Options and Physical Commodity Trader for Sinochem International London, and NYMEX futures broker for Shearson Lehman American Express. Michael received bachelor’s degrees in economics and financial management from the Catholic University of America. In addition to his degrees, Michael holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and has received certificates for Financial Options Trading, Artificial Neural Networks Applications, Data Science Specialization, R-Programming, and Computational Finance. Michael enjoys helping families and clients to align their lives and their wealth.

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

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

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