In their fifth annual Top Women Wealth Advisor list, Forbes recognized Beacon Chief Executive Officer, Shannon Eusey, in an extensive ranking covering areas of client service, compliance and investing process. The ranking covers 1,000 of the best female wealth advisors in the nation, managing nearly $1.2 trillion in assets.
Shannon is a veteran in the wealth management industry with nearly three decades of experience. In addition to serving as Chief Executive Officer she sits on the firm’s investment committee and is also a founding member of Beacon Pointe’s Women’s Advisory Institute (WAI), which provides a full range of financial and investment educational tools, as well as sophisticated investment management and advisory services to women. This was her first appearance on the annual list.
The list, compiled by SHOOK Research, is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. Advisors must have at least seven years of professional experience to qualify for consideration. There were no fees required to participate in the application process.
To view the full list of the Forbes 2021 Top Women Wealth Advisors, visit their website here.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects and average of all, or a sample of all, of the experiences of the adviser’s clients. Registration of an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.
© Beacon Pointe Advisors. All Rights Reserved.