Beacon Pointe Wealth Advisors
Two Bala Plaza, Suite 401
Bala Cynwyd, PA 19004
Phone: (610) 664-6100
Fax: (610) 664-6120
Jill brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Wealth Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. She is very passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit founded in her daughter’s honor). Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania.
Bryan is responsible for client servicing and new client development within the Beacon Pointe Wealth Advisors Philadelphia Office. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He is involved on all aspects of client activities including daily operations, financial planning and investment management. Bryan has worked in the financial services industry for seven years and earned his CERTIFIED FINANCIAL PLANNER™, CFP® designation in 2009. He graduated magna cum laude from Indiana University of Pennsylvania with a B.S. in Finance and a Minor in Applied Statistics.
Stephanie is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Stephanie was a portfolio manager and fixed income trader at BlackRock. She earned her BA in Economics from Bucknell University, and is a CFA Charterholder. She is very passionate about empowering women both personally and professionally, and is an active member of the Walnut Club of Philadelphia and Beacon Pointe’s Women’s Advisory Institute. Her hobbies include fitness, yoga, dancing, and spending time with friends. She currently resides in Philadelphia, Pennsylvania.
Nicole partners with our wealth advisors to provide the firm’s clients with a personalized service experience. She is responsible for daily client service, assisting with client meetings, onboarding new clients, document preparation, and creating deeper client relationships. Prior to joining Beacon Pointe, Nicole spent eight years working in the wealth management industry where she held roles with increasing responsibilities in client service, operations and sales. She received her Bachelor of Science degree in Business Administration, with a dual major in Marketing and Finance, from La Salle University in Philadelphia, PA. In her free time, Nicole enjoys cooking, traveling, being active and spending time with family and friends.
Fran is a Client Service Manager with in the Beacon Pointe Wealth Advisors Philadelphia Office. She is responsible for client communications, database organization, oversight of internal processes and general office management duties. Fran has over 30 years of experience in office management, financial services marketing and client service. Fran received a BA in Fine Arts from the University of the Arts and a Master of Arts degree from Temple University. She resides in Philadelphia, Pennsylvania with her husband, and paints and travels to many states and countries where she visits her four children.