James Milam
Senior Central Support Trading Associate

James is a member of the Central Operations and Trading Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. His duties include executing trades for retail and institutional accounts, portfolio maintenance, database management, onboarding of new client relationships, and client service. Prior to Joining Beacon Pointe, he spent 11 years trading and managing his personal portfolio. Outside of the office, he enjoys attending NBA basketball games (Go Suns!), cycling, lifting weights, and traveling to beachside towns.