Featured Professionals

Wealth Management Advisor

Our mission is to get to know and understand your personal and financial needs, wants, and long-term goals. We want to help you develop, implement and monitor a strategy that’s designed to address your ever-evolving considerations.

James Ferrell, Partner, Beacon Pointe Advisors

I develop a financial plan that empowers you and the future of your wealth. I then power your financial plan with an aligned investment portfolio customized to help you reach your goals.

Bo Ward, Partner, Beacon Pointe Advisors

I develop a financial plan that empowers you and the future of your wealth. I then power your financial plan with an aligned investment portfolio customized to help you reach your goals.

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