Skip to main content

Meet Our Advisory Team

Our Dallas-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth.

Our team has deep experience serving a diverse range of clients, including business owners & entrepreneurs as well as providing exceptional family office services for our
ultra-high-net-worth clientele throughout the Dallas-Fort Worth Metroplex.

If you’re searching for a financial advisor in Dallas, TX, our team is ready to support you and your financial goals.

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.

Missing Headshot

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.

Missing Headshot

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.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...