Lexi Packard
Business Development Specialist
Newport Beach, CA
Lexi Packard is a Business Development Specialist at Beacon Pointe Advisors supporting the growing portfolio of Beacon Pointe’s Retirement Plan Services Group, which has provided fiduciary and investment consulting to 401(k) and 403(b) plans, endowments, foundations, and individual clientele since 2002. She focuses on partnering with advisors to expand their retirement plan business and support their delivery of comprehensive fiduciary support.
Prior to joining Beacon Pointe, Lexi spent a decade providing audit and assurance services to a broad range of retirement plans including 401(k) and 403(b) plans, defined benefit plans, Taft-Hartley plans, and health and welfare plans. She holds a Bachelor of Science in Accounting from the University of Kentucky. Outside of the office, Lexi enjoys equestrian sports, playing tennis, and spending time outdoors.