Advice For Women
By Women.
Empowering the female investors of today and the young investors of tomorrow. Beacon Pointe is committed to a unique and holistic approach to serving the financial needs of women.
WAI Industry Awards and Recognition
60
%
Corporate Leadership Team is Women
1
Largest Women-Led RIA in the Nation
320
+
Professional Designations & Advanced Degrees
We are moms, daughters, wives, sisters and friends.
We’re also business owners, financial planners, investment advisors and lawyers, and we’re here to help you.

Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to help provide female clients and their families with peace of mind. Additionally, WAI aims to enhance their ability to meet long-term life and legacy goals. We specialize in helping clients through monumental life transitions. 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.

  • Emerald Ward

    Emerald Ward, CFP®

    Senior Financial Planner

    Dallas, TX

    Emerald Ward is a Senior Financial Planner and is responsible for helping clients develop, execute…

  • Bo Lee

    Bo Lee, CFWA

    Senior Wealth Advisor

    Seattle, WA

    Bo is a Senior Wealth Advisor based in the Beacon Pointe Seattle office with over two decades of experience…

  • Merriweather Mule

    Merriweather Mulé, CDFA®, CFP®

    Senior Wealth Advisor

    Charleston, SC

    Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s Charleston office, serving clients ranging from…

Emerald Ward

Emerald Ward, CFP®

Senior Financial Planner

Emerald Ward is a Senior Financial Planner and is responsible for helping clients develop, execute, and maintain a strategic financial plan in order to achieve their personal and financial goals. Emerald holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a master’s degree in Personal Financial Planning and a graduate certificate in Tax from Texas Tech University. Prior to joining Beacon Pointe, Emerald spent five years working for various RIAs, building and developing custom financial plans for individuals. Outside of the office, Emerald enjoys spending time outside, running, traveling, and spending time with her friends and family.

Bo Lee

Bo Lee, CFWA

Senior Wealth Advisor

Bo is a Senior Wealth Advisor based in the Beacon Pointe Seattle office with over two decades of experience as a wealth advisor to families, individuals, and institutions in the Pacific Northwest. Bo works directly with clients to provide a full complement of advisory services. Prior to joining Beacon Pointe, Bo held senior wealth advisory and leadership roles for fifteen years at BNY Mellon Wealth Management and nine years at Morgan Stanley in Seattle. She received a Bachelor of Arts degree in Economics with a minor in Art History at the University of Washington. Bo is a Certified Family Wealth Advisor and is a member of the Family Firm Institute. She was selected as the Puget Sound Business Journal’s prestigious 40 Under 40 in 2017 for her contribution to the business industry and the community. Bo is actively involved in the local community as a Board of Trustee of the United Way of King County, a member of the Finance Committee at the Washington State Opportunity Scholarship, and a member of the Professional Advisory Committee at the Fred Hutchinson Cancer Center. In her spare time, Bo enjoys traveling, cooking, and playing pickleball.

Merriweather Mule

Merriweather Mulé, CDFA®, CFP®

Senior Wealth Advisor

Merriweather Mulé is a Senior Wealth Advisor for Beacon Pointe’s Charleston office, serving clients ranging from families to business owners. She helps provide clarity to the complex and often unique financial and investment needs of her clients. Merriweather started her career in the finance industry over 15 years ago and has developed a specific approach to integrated financial planning, focusing on tax planning strategies to help clients achieve their long-term life and legacy goals.

Merriweather graduated from the College of Charleston with a Bachelor of Science in Business Administration with a concentration in Finance. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations, and completed Level II of the CFA exam in 2012. Merriweather is an active member of Beacon Pointe’s Women’s Advisory Institute and sits on the Board of Directors for Communities In Schools of South Carolina. Outside of the office, Merriweather enjoys beach days, tennis, and traveling with her husband and two young children.

Merriweather is the 2023 winner of The Post and Courier’s Charleston’s Choice for Wealth Management. For more information, please see https://www.postandcourier.com/charlestonschoice/.

How We Can Help

Beacon Pointe’s financial planning process aims to help you understand your financial picture in its entirety related to your entirely unique situation.

Divorce Financial Planning

Divorce Financial Planning

You’re going through a divorce and need a trusted financial advisor. We have experienced wealth advisors on staff accredited with the Certified Divorce Financial Analyst (CDFA®) certification. They are dedicated to helping you navigate the complexities of divorce planning in order to create your new path forward.

Multi-Generational Wealth Planning

Multi-Generational Wealth Planning

You’re at a point in your life where you are thinking more about your future and the legacy you wish to leave for your family. We have a team that specializes in multi-generational financial and estate planning, dedicated to helping you ensure your life and legacy goals come to fruition.

Spousal Wealth Planning

Spousal Wealth Planning

You’ve lost a loved one and are not sure where to go from here – emotionally or financially. We’re here to make this very difficult time manageable for you while honoring the legacy of those lost. We are here to help provide peace of mind for the future and be a shoulder to lean on as you heal.

Questions We Can Help Answer

We help answer the real, important questions related to your financial well-being and are keen on building the lives our clients envision for themselves.

How can I protect what I leave to my children? How do I manage my financial life after the death of a spouse?

How should I save for retirement? In what order should I spend my assets?

When should I take Social Security? Do I have the right insurance?

How do I pay for college tuition? Can I afford to switch careers or retire early? Can I afford a vacation home?

How do I manage my financial life after divorce?

WAI News & Events
cybersecurity
Preventative Measures for Consideration

In response to the recent news of a potential mass data leak involving Social Security numbers, our Beacon Pointe team wants to offer some proactive guidance on protective measures to consider.

Worth Magazine
Worth Magazine Honors Beacon Pointe Advisors

In an era marked by rapid changes in the financial and technology landscapes, Worth Magazine (“Worth”) recognizes the critical need for forward-thinking financial planning for the affluent and has relaunched the Leading Advisors Program for 2024 and years to come.

Is Beacon Pointe a Fit for You?

CNBC - Selecting an Advisor

Choosing the Right Financial Advisor

Connect with Us

We are here to be a trusted resource for you.  Please email us if our advisory team can be of service to you.

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