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Cfp® Stephanie Rumold

Senior Wealth Advisor at Beacon Pointe

  • LinkedIn

I help my clients make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life pl...

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BEACON POINTE

BEACON POINTE

  • description Description
    Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and famil...

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  • Employees count Employees 201-500
  • Revenue Revenue 10 Million to 25 Million
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Beacon Pointe Org Chart and Mapping

Employees

Heather Schaber

Senior Client Service Associate

Connor McGuire

Client Services Associate

Burk Rosenthal

Partner, Managing Director

Taylor Bordman

Client Services Associate

Jacqui Friedrich

Principal, Senior Wealth Advisor

Michelle Lemay

Associate Wealth Advisor

Kasia Quiroz

Senior Associate, Firm Operations

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  • Phone number  :  (***)-***-****
  • Email  :  s****@bpwealthadvisors.com

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