Kaitlyn Simmons, CFP®
Relationship Manager
Kaitlyn Simmons is a member of the Beacon Pointe Client Service Department 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 but are not limited to account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest level of service. Kaitlyn graduated from Texas A&M University, majoring in Economics. Kaitlyn is passionate about providing financial literacy for women through Beacon Pointe’s Women’s Advisory Institute, and is a specialist in values-based Investing. In her free time, she enjoys listening to podcasts, cooking, and spending time with her friends and family.