Beacon Pointe Advisors has appointed Jennifer McCosley as a senior wealth adviser.
McCosley is responsible for partnering with the Beacon Pointe investment, operations and financial planning teams to provide customized solutions that help clients meet their financial goals. She began her financial planning and investment management career in 2008 and has gained valuable experience working in community banking, private trust and registered investment advisory firms.
McCosley brings to Beacon Pointe a knowledge and passion for working with persons with disabilities, as she specializes in assisting families with unique challenges that require equally unique financial planning.
“Our number one focus is to support our diverse group of clients and their unique planning goals and needs,” said Shannon Eusey, CEO of Beacon Pointe Advisors. “We are elated to have Jenny as part of our team and for her to become what we know will be an impactful member of our firm's W