Grace is a Beacon Pointe Client Service Department member and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Grace earned her B.A. in Risk Management and Insurance from Saint Joseph’s University in Philadelphia, PA. Outside of the office, she enjoys attending Baltimore Ravens games, trying new restaurants, hiking with her dog, and spending time with family and friends at the beach.