Dallas, TX
Corporate Office
3100 Monticello Avenue, Suite 820, Dallas, TX, 75205, USA
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.
Meet Members of Our Corporate and M&A Teams
Annalisa Petty
Executive Assistant
Brandon Lewellen
M&A Manager
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
Nathan Pirie
M&A Manager
Peter Gottlieb
Director of Mergers & Acquisitions
Raul Marquez
Senior M&A Analyst
Ryan Griffin
Director of Mergers & Acquisitions
Matthew Cooper
Chief Executive Officer
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
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 →Beacon Pointe Advisors Expands with Two Strategic Team Additions
Beacon Pointe Advisors (“Beacon Pointe”) introduces its acquisitions of MGB Wealth Management, LLC and Pacifica Wealth Advisors, Inc...
Read more →Beacon Pointe National Advisor Summit Recognition
Each year, Beacon Pointe hosts a National Advisor Summit, bringing together firm leadership, advisors, and the broader network of organizations that support our platform.…
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