Meet Our Advisory Team

As I was looking to move to California, I started researching financial advisors that could help me manage my assets and properly counsel me on my retirement plans. My research led me to Beacon Pointe, and I was connected with Trent Jolly. The in-depth analysis, insights, and counsel I have received to date have been invaluable. I feel my assets are in good hands. The investment strategy is sound and most of all Trent has gained my trust as a professional financial advisor. My money is in good hands. Thank you Trent for your professionalism and partnership.

Beacon Pointe, specifically my account management team led by Julia Cummings, are exemplary financial advisors. They are my third financial management team, and have left their predecessors in the dust. I could not be more happy with the financial returns and the level of service they provide. I have had some complicated trust and retirement plan issues to resolve, and Julia and her team have moved mountains to successfully resolve most of them. While it is always a leap of faith to entrust one’s most valuable assets with a third party, I have not regretted my choice with Beacon Pointe and Julia. Its not always smooth sailing (especially in this tumultuous world), but BP’s strong team and Julia’s deft hand help calm my nerves with rational advice.

To say I knew nothing of investing would be an understatement. Beacon Pointe took my account moved everything around to make sense and diversify. From 2017 to 2025 I made a few life changes. I sold my business, two homes and purchased a new home in a new area. My current advisor Trent saw me through my home sales and relocation and made sure I was well funded for my goals. I retired and worried as a single female if I had prepared adequately for a solid retirement. I moved from saving for retirement to spending in retirement. We never know what the future holds but every report I receive shows I can rest easy, travel and have the peace of mind I worked for. I could not have achieved this self directing my investments Beacon Pointe made it possible they are easy to work with and I trust them.

We have worked with Indya Yuill for several years … based on her articulate explanation of investment strategies. We have always found Indya and her team to be very responsive with sensible advice.

Beacon Pointe Advisors has been a great company to work with. Always keeps me up to date on my portfolio and calls me when there are any major changes to the market. Indya and her team are the best. Been with the company going on I believe 10 years now. Nothing but 5 stars in my book.

I have worked with a team out of the Brentwood office for almost 10 years. I cannot say enough about how excellent and professional this experience is for me and my family. Caring, prompt, responsive, creative, intelligent and understanding of our needs. I am a bit of a “hands on” customer and the team, especially Indya, Trent and recently Trey are patient and forthcoming. I highly recommend Beacon Pointe, the Brentwood office and my team with no reservations whatsoever.

We are so grateful to work with Indya and the whole Beacon Pointe team – excellent in every way!

Great place, great people and insight. They have helped me greatly in stabilizing and broadening my investments. They have access to many investments I could not otherwise use, and their fees are lower than most. Indya, my advisor, is insightful, honest, human; greatly valued!

My experience with Beacon Pointe Advisors has been a very positive one. I’ve been working with Beacon Pointe for the past 5 years now and I really appreciate the time Indya has given me and my account.

My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!