Meet Our Advisory Team

I work with Courtney M. at Beacon Pointe Advisors, and she has been wonderful to consult with. As someone who is not extensively strategic, nor extensively educated with managing finances and investments, I find great comfort and trust in Courtney perspective, expertise, and guidance. She is able to help me make decisions that are aligned with my objectives and goals, while navigating the ever-changing market. I consider BPA a trusted resource and valued partner.

I’ve had the pleasure of working with Debra for the past 13 years, and I truly can’t recommend her highly enough. She first helped my family navigate my parents’ estate, and since then has continued to guide me through my own financial journey. Debra is incredibly responsive and always makes me feel like a priority. She takes the time to understand my goals and consistently puts my financial well-being first. I trust her completely—she is knowledgeable, thoughtful, and genuinely cares about her clients.

As an individual client I have been extremely satisfied with Beacon’s service. My family has been clients of this office for many years. They provide insightful and knowledgeable information regarding financial issues. I greatly appreciate their help in guiding my financial future. If I have a question or if my situation changes, I can contact the office and receive a reply quickly. Having Beacon manage my retirement account makes me feel secure.

I love working with Debra Curry at Beacon Pointe. She’s knowledgeable and responsive! Her communication skills are excellent. The firm holds relevant educational webinars, one of which I attended [recently]. I am a Beacon Pointe fan!

We highly recommend Hal Smith and his team at Beacon Pointe. We have worked with Hal for many years without disappointment. Hal is not only professional but takes the time to answer questions and keeps us very informed of the market and changes. Follow up and dedication in helping grow our financial account is so important and that is exactly what we get from Hal.

My wife and I have been with [Hal Smith] for many years and he has successfully guided us through the ups and downs of the marketplace. As such, he clearly understood not only our immediate and longer-term needs but also who we are individually and as a family. As we have told friends who he now has as long-term clients, what he doesn’t know in this profession isn’t worth knowing.

Hal Smith has been an invaluable asset to me as a financial advisor. He is very patient and listened to my goals and guided me to and through the retirement process over the past five plus years. My one-year retirement anniversary is just a few weeks away and I can’t thank him enough for his patience in the planning process with various scenarios. I look forward to his continued guidance!

Hal Smith has been wonderful! We feel so comfortable having him advise and manage our finances. He is very respectful and polite. He has great recommendations and advice. We would absolutely recommend him to anyone.

Debra Curry is an incredibly unique and special financial planner who consistently deliver white glove service. She is an experienced, skilled and thorough planner who consistently communicates and educates about our family portfolio and related considerations, market impact, opportunities, etc. She has been working with our family for decades and as my parents health began to decline and our family had difficult preparations and decisions to make, Debra was a pillar of support for which we will be forever grateful.

I highly recommend Beacon Pointe Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money can’t buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!