SEATTLE, Wash., Monday, July 13, 2026 – Jeffrey (“Jeff”) Moseley, CFA®, has joined Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, further expanding the firm’s presence in the Pacific Northwest. Formerly a Wealth Manager at BNY Wealth, Jeff brings more than a decade of experience in investment management and comprehensive wealth advisory services, adding significant depth to Beacon Pointe’s growing Seattle team.
With Jeff’s addition, Beacon Pointe continues to strengthen its Seattle presence with a dedicated advisory team serving successful individuals, families, and institutions. The Seattle team includes Partner and Senior Wealth Advisor Bo Lee, CFWA, who joined Beacon Pointe in 2023 after more than 25 years in the wealth management industry, and Senior Relationship Manager James Edwards, who recently joined the firm following nearly 20 years at Bank of America Private Bank.
Together, Bo, Jeff, and James bring a collaborative, multidisciplinary approach to helping clients navigate important financial decisions. By integrating investment management with tax and estate planning coordination, business succession, philanthropy, and wealth transfer strategies, they help clients build, preserve, and extend their legacies for generations to come.
“Today’s most successful families face increasingly complex challenges that require more than investment management alone,” says Bo Lee, Beacon Pointe Partner and Senior Wealth Advisor. “A team-centric approach allows us to bring together the right expertise, resources, and perspectives to provide clients with thoughtful, coordinated advice across every stage of their wealth journey. Jeff’s addition strengthens our ability to serve families with the depth, responsiveness, and personalized attention they deserve.”
Prior to joining Beacon Pointe, Jeff spent nearly a decade with BNY Wealth, most recently serving as a Wealth Manager, where he advised high-net-worth clients on investment strategy, portfolio construction, and long-term financial planning. Earlier in his career, he served as an Investment Analyst at J.P. Morgan, developing expertise in portfolio analysis, investment strategy, and client advisory services. Jeff is a Chartered Financial Analyst® (CFA®) charterholder and earned a Bachelor of Business Administration in Finance, with a minor in Chinese, from the University of Oklahoma.
“When I first got to know Jeff, it was immediately clear that he embodies the qualities we value most at Beacon Pointe. He is an intelligent, thoughtful, and hardworking professional who leads with integrity and genuine compassion,” shares Grant Hartvigson, CFP®, CLU®, Beacon Pointe Partner and Managing Director. “His commitment to understanding each client’s unique circumstances and helping them achieve their financial goals has earned the trust of those he serves.
“We are incredibly excited to welcome Jeff to our Seattle team. I am confident that Beacon Pointe’s collaborative culture, national resources, and deep bench of specialists will further enhance the exceptional advice and service he provides. Most importantly, I look forward to supporting him as he continues to make a meaningful and lasting difference in the lives of his clients.”
Financial terms of the deal were not disclosed. Jeff Moseley and members of the Beacon Pointe Seattle team are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIAs), with offices and clients across the country. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers, evaluate fund performance, and develop strategic, holistic wealth plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.
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Media Contact:
Sydney Alacano
(949) 721-1792
salacano@beaconpointe.com