Brennan Cross, MBA

Brennan is a Partner and Managing Director based in the Beacon Pointe Raleigh, NC office, bringing more than three decades of financial services experience. He began his career at Fidelity Investments, where he spent more than seven years in the firm’s Dallas and Boston corporate offices developing and providing retirement planning solutions for clients. Brennan later continued serving clients through roles at Charles Schwab, Retirement Advisors of America, and True North Advisors. Prior to joining Beacon Pointe through the 2026 acquisition of ACT Wealth Management, Brennan served as a Founding Principal of the firm, overseeing its finances and operations while helping his clients pursue their retirement planning needs and goals. He earned a Bachelor of Business Administration degree in Finance and Banking from Oklahoma Baptist University and a Master of Business Administration degree from Southern Methodist University.