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.