Tori O’Neill Shadaia, ChFC®
Wealth Advisor

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Tori O’Neill Shadaia is a Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Tori works closely with Heather and team in comprehensive financial planning and strategy for our clients. Tori is in her sixth year at Beacon Pointe and her responsibilities include client portfolio review preparation, income strategy, investment allocation, as well as continual communication with clients to provide the highest levels of service. Tori graduated from Michigan State University with a bachelor’s degree in Finance from the Eli Broad College of Business, with a minor in Entrepreneurship and Innovation. Tori holds the SIE, Series 6, and Series 63 licenses (2021), along with the Chartered Financial Consultant^® (ChFC®) designation (2024). Tori completed the CERTIFIED FINANCIAL PLANNER® (CFP®) program and will sit for the board certification in 2025.