Wilfrid Turrell
Client Service Associate
Wilfrid Turrell is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. He completed degrees in Economics and Politics at UC Santa Cruz and has a keen interest in monetary policy and alternative investments. As a Bay Area native, Wilfrid enjoys spending his free time practicing calisthenics, hiking, snowboarding, and gaming.