Jill Rea
Associate Wealth Advisor

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Jill is an Associate Wealth Advisor for the Beacon Pointe Mill Valley, CA office. With over 25 years of experience in business operations and finance, she works closely with clients to provide tailored wealth management solutions, integrating investment strategy, financial planning, and long-term wealth stewardship. Prior to joining Beacon Pointe through the 2025 acquisition of Waypoint Wealth Partners, Jill led operations at high-growth companies in the technology and e-commerce sectors, where she specialized in scaling and streamlining business systems. Her career also includes entrepreneurial ventures, such as founding a group travel coordination platform and a blockchain-based solution for private investments. Jill began her career in finance in 2000, holding roles in asset management and at Schwab Advisor Services, where she supported independent Registered Investment Advisors (RIAs) in growing their businesses. Jill earned her Bachelor of Arts in Music Performance (viola) from the University of California, Los Angeles, holds a Master of Business Administration from the Haas School of Business at the University of California, Berkeley, with a dual focus in finance and entrepreneurship, and is a member of the Women’s Advisory Institute at Beacon Pointe and the Financial Planning Association. Outside of the office, Jill serves as the founding board president of Refugia Marin, a Marin-based nonprofit dedicated to transforming public spaces into native plant habitats for pollinators and promoting environmental education. She enjoys hiking the trails of Marin with her dog, Remy, baking sourdough, and exploring the world on travel adventures with her husband and two boys.