Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Vero Beach, FL

Beacon Pointe is a Vero Beach 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 Vero Beach 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 Vero Beach office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(772) 234-6455

819 Beachland Boulevard
Vero Beach, FL 32963

Meet the Vero Beach Financial Advisor Team

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Edward Moor

Associate Wealth Advisor

Edward is an Associate Wealth Advisor in the Vero Beach, FL office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. 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 the Vero Beach Financial Advisor Team

Filter By

Edward Moor

Associate Wealth Advisor

Edward is an Associate Wealth Advisor in the Vero Beach, FL office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. 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 the Vero Beach Financial Advisor Team

Filter By

Edward Moor

Associate Wealth Advisor

Edward is an Associate Wealth Advisor in the Vero Beach, FL office and is responsible for partnering with advisors to provide customized solutions that help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. 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 Vero Beach, FL.

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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