Each year, we are delighted to announce the Women’s Advisory Institute Leader of the Year Award, presented at the annual Beacon Pointe Advisor Summit. This award recognizes the advisor who epitomizes unwavering dedication to the Women’s Advisory Institute (“WAI”), going above and beyond to champion and empower female clients and other women in the financial services industry.
Below is a compilation of Beacon Pointe’s various WAI Leader award winners year-over-year:
2023
Jacqui Friedrich, CFP®
Principal, Senior Wealth Advisor
2022
Robyn Gerke, CFP®
Senior Wealth Advisor
2021
Jill B. Steinberg, CDFA®, MBA
Partner, Managing Director
About Beacon Pointe’s Women’s Advisory Institute
Beacon Pointe is a Registered Investment Advisor with a leadership team comprised of over 50% women in key roles across the company. The Beacon Pointe Women’s Advisory Institute (WAI) was formed in 2011 with the intention of creating a place where women of all ages and levels of financial knowledge could comfortably and openly express their thoughts, values, and questions. The firm is committed to providing female clients and their families with peace of mind and the ability to meet their long-term life and legacy goals.
“It is our mission to educate, empower and engage the women investors of today and the young investors of tomorrow” – Shannon Eusey, CEO
Beacon Pointe also specializes in helping clients through monumental life transitions such as losing a loved one or navigating a divorce. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach tailored to you.
Important Disclosure: Awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.
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