Meet Our Female Leadership and Advisory Team

Beacon Pointe is the nation’s largest female-founded Registered Investment Advisory (RIA) firm, with many women leaders and wealth advisors located across the country. Our Beacon Pointe Women’s Advisory Institute (WAI) was formed in 2011 with a commitment to providing our female clients and their families with peace of mind. We specialize in planning for women, ensuring their retirement strategies are comprehensive and secure, and we address the unique financial goals, challenges, and needs – and monumental life transitions – women often face throughout their vibrant and dynamic lives.

We deeply cherish our relationships with our female clients, and it would be an honor to work with you and support your dreams. If you could use a second opinion on an existing financial plan or are in need of creating a thoughtful, holistically-minded wealth plan to protect your future, our team can provide you with a Complimentary Financial Review to ensure you are on the right path.

We look forward to getting to know you!