Dallas, TX
Corporate Office
This office houses Beacon Pointe’s corporate, M&A, and executive team functions. It is not open to the public for client meetings and does not provide wealth advisory services from this location. For wealth advisory services, please contact one of our client-facing advisory offices or your Beacon Pointe advisor. Our M&A team helps elevate RIA businesses and advisors from success to significance. If you are an RIA owner and advisor focused on keeping clients at the forefront of your work while creating value and growth, we look forward to connecting with you.
Dallas, TX 75205
Meet Members of Our Corporate and M&A Teams
Annalisa Petty
Executive Assistant
Brandon Lewellen
M&A Manager
Brittney Taylor
Manager, Advisor Recruiting
Chandler Hammersla
M&A Manager
Elliot Overton
Associate, Mergers & Acquisitions Coordinator
Emmett King
Senior Associate – Mergers & Acquisitions, Advisor Recruitment
Jack Cooper
Senior Director, Mergers and Acquisitions
Jacob Vick, CFA®
Senior Director, Mergers & Acquisitions
Jessica Hilgendorf
Director of Advisor Recruiting
Matthew Cooper
Chief Executive Officer
Nathan Pirie
M&A Manager
Peter Gottlieb
Director of Mergers & Acquisitions
Raul Marquez
Senior M&A Analyst
Ryan Griffin
Director of Mergers & Acquisitions
Trent Barnes
Chief of Staff
Connect With Our Team
If you are a business owner or advisor looking for growth opportunities, we look forward to connecting with you.
Recent Local News and Updates
Partner and Senior Wealth Advisor, Casey Paton, CFA®, CFP®, Joins Beacon Pointe Advisors
Casey Paton, CFA®, CFP®, has joined Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, adding to the firm's experienced team serving clients…
Read more →Former BNY Wealth Manager, Jeffrey Moseley, CFA®, Joins Beacon Pointe Advisors
Jeffrey (“Jeff”) Moseley, CFA®, has joined Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, further expanding the firm’s presence in the Pacific…
Read more →Beacon Pointe Advisors Continues to Enhance Its East Coast Platform with Female-Founded RIA
Financially In Tune aligns with the firm’s allWEALTH® approach and holistic wealth solutions for investors Newport Beach, CA – Tuesday, May 19, 2026 –…
Read more →