Meet Our Advisory Team

We are here to be your partner, acting as your personal CFO and providing exceptional family office services for our ultra-high-net-worth clientele. Please contact our Dallas-based financial advisory team located in the heart of the Park Cities if we can be of service.

Connect with Us

Managing Directors

Russell Crow

Russell Crow

Partner, Managing Director

Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.

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William Diehl, CFA®

Partner, Managing Director

William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.

Wealth Advisors

Pierce Halsted

Senior Associate Wealth Advisor

Pierce Halsted is a Senior Associate 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. Prior to joining Beacon Pointe in 2023, Pierce spent four years at UBS Private Wealth Management. He received his B.B.A. in Finance and Economics from Baylor University and graduated with highest honors.

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Sarah Stubbs

Associate Wealth Advisor

Sarah Stubbs is an Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe in 2023, Sarah worked for UBS Private Wealth Management for five years. She graduated from San Jose State University with a B.B.S. in Business, with a concentration in Finance and Accounting Information Systems.

Client Service & Operations

Julie Anderson

Senior Relationship Manager

Julie Anderson is a Senior Relationship Manager 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 our clients. Prior to joining Beacon Pointe in 2023, Julie spent nearly two decades at UBS Private Wealth Management. She graduated from the University of Texas at Tyler, earning a B.B.A. degree in Finance.

Julie Montgomery

Senior Relationship Manager

Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.

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