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John M

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

John Morgan is a Series 65-licensed advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He previously worked at Blacktower Financial Management (US) LLC and Blacktower Financial Management International, providing financial and investment advice. Beacon Global Advisor Network, LLC offers investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages discretionary portfolios using a mix of mutual funds, ETFs, equities, and fixed income, with specialized advisory services for U.K. expatriates.

Wealth management Founder/Business Owner Expats
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James B

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

James Bolus is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, where he has worked since 2022. He has a total of two years of industry experience and also maintains a role with iFS Hong Kong, which he has held since 2003. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm manages around $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting, with specialized advisory services for U.K. expatriates.

Wealth management Founder/Business Owner Expats
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Nate D

Series 63, Series 65

Brooklyn, NY

Beacon Global Advisor Network, LLC

Nate De Groff is a financial advisor with Beacon Global Advisor Network, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at World Equity Group, Inc., Kroll, and Beacon Global Advisors. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, offering customized asset management and financial planning services. The firm is notable for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives providing layered service arrangements.

Wealth management Founder/Business Owner Expats
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Andere C

CFA®

Atlanta, GA

Beacon Global Advisor Network, LLC

Andere Casanova Fuente is a CFA® charterholder affiliated with Beacon Global Advisor Network, LLC and has four years of industry experience. Prior to joining the firm, she worked at Cameron James, Ltd., the Central Bank of Spain, and Dubai World. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, and maintains a specialized advisory capability for U.K. expatriates.

Wealth management Founder/Business Owner Expats
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Michael L

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Michael Love is a financial advisor at Beacon Global Advisor Network, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Austen Morris Associates and Ten Cent Investments 5. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of about 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailored portfolios using mutual funds, ETFs, individual equities, and fixed income.

Wealth management Founder/Business Owner Expats
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Simon B

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Simon Burton is a financial advisor at Beacon Global Advisor Network, LLC with a Series 65 designation and over 12 years of industry experience. He has worked at Raymond James since 2014 and is currently affiliated with both Beacon Global Advisor Network and Peregrine & Black. Beacon Global Advisor Network, LLC provides investment advisory and planning services to individual clients through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, serving both non-high-net-worth and high-net-worth individuals.

Wealth management Founder/Business Owner Expats
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Paul F

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Paul Flamini is a financial advisor at Beacon Global Advisor Network, LLC with two years of industry experience. He holds a Series 65 designation and has also been associated with Loadstone Group, Ltd. outside of his advisory role. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients through a network of independent advisors and manages approximately $397 million in client assets. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with a focus on tailoring portfolios using mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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Jonathan W

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Jonathan Willis is a financial advisor with Beacon Global Advisor Network, LLC, holding a Series 65 credential and four years of industry experience. He has worked with Hoxton Capital Management USA and FZE, where he provides advisory services including financial planning and retirement strategies primarily for UK clients through Future Start Independent Financial Planning. Beacon Global Advisor Network serves a diverse client base including individuals, businesses, pension and profit-sharing plans, and trusts, with a focus on customized portfolios using various managed models, mutual funds, ETFs, equities, and fixed income. The firm offers specialized pension-transfer services for U.K. nationals and coordinates with U.K. trustees and platforms to meet regulatory requirements.

Wealth management Founder/Business Owner Expats
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Aaqib A

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Aaqib Anwar is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Renascence & Partners LLC, C&J Renascence Shanghai Co. Ltd, RGI Finance, and St James’ Place Wealth Management. Beacon Global Advisor Network serves a range of clients including individuals, businesses, pension and profit-sharing plans, and trusts. The firm’s investment approach typically involves customized portfolios using third-party managed models, mutual funds, ETFs, individual equities, and fixed income, with a distinctive focus on pension-transfer services for U.K. nationals.

Wealth management Founder/Business Owner Expats
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Michael J

Series 65

MIramar, FL

Beacon Global Advisor Network, LLC

Michael Jordan is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has nine years of industry experience, including roles at Sterling Global Wealth Management, BlackPoint Capital Partners, and GWM (USA) LLC. He is currently managing partner at BlackPoint Capital Partners. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts with customized asset management and financial planning solutions. The firm is notable for its formal pension-transfer services tailored to U.K. nationals and its network of independent advisory representatives offering layered service arrangements.

Wealth management Founder/Business Owner Expats
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Ian E

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Ian Edwards is a Series 65-licensed financial advisor with Beacon Global Advisor Network, LLC, bringing four years of industry experience. He has worked with Austen Morris Associates North America, Inc. and Carrick Wealth, among other firms. Outside of advising, he holds a 100% ownership interest in a residential property management business based in South Africa. Beacon Global Advisor Network provides investment advisory and planning services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, through a network of approximately 60 independent advisors. The firm offers discretionary portfolio management, modular financial planning, and retirement consulting, with tailored client portfolios that often incorporate mutual funds, ETFs, individual equities, fixed income, and third-party model managers.

Wealth management Founder/Business Owner Expats
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Christopher G

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Christopher Griffin is a financial advisor at Beacon Global Advisor Network, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Blacktower Financial Management and deVere Acuma. Griffin is based in Atlanta, GA. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, offering services such as asset management, financial planning, and retirement consulting. The firm specializes in customized portfolios that often involve discretionary management via unified managed account platforms and has a formal pension-transfer service tailored for U.K. expatriates.

Wealth management Founder/Business Owner Expats
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Joshua W

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Joshua Williams is a financial advisor with Beacon Global Advisor Network, LLC and holds a Series 65 designation. He has three years of industry experience and has worked at Blacktower Financial Management (US) LLC and W1 Investment Group. Beacon Global Advisor Network, LLC provides investment advisory and planning services primarily to individual clients through a network of about 60 independent advisors. The firm manages approximately $397 million in client assets and offers discretionary portfolio management, modular financial planning, and retirement consulting.

Wealth management Founder/Business Owner Expats
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Kyle D

Series 65, Series 63

Lexington, KY

Beacon Global Advisor Network, LLC

Kyle Davis is a financial advisor with Beacon Global Advisor Network, LLC in Lexington, KY, holding Series 65 and Series 63 credentials with one year of industry experience. He also holds a position as Practice Lead at Aerotek, a role he has maintained for over a decade. Kyle is a licensed insurance agent and occasionally offers clients insurance products. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, providing customized asset management and financial planning services. The firm is noted for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives offering layered service arrangements.

Wealth management Founder/Business Owner Expats
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Jonathan L

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Jonathan Laws is a financial advisor with Beacon Global Advisor Network, LLC in Atlanta, GA. He holds a Series 65 designation and has five years of industry experience. Prior to his current role, he worked at PwC and Cameron James Ltd. In addition to his advisory work in the U.S., he is involved with an international investment advisory firm based in Cyprus. Beacon Global Advisor Network serves individuals, businesses, pension and profit-sharing plans, and trusts, specializing in customized portfolio management and a dedicated pension-advice service for U.K. expatriates. The firm’s offerings include asset management, financial planning, retirement consulting, and pension-transfer services coordinated with U.K. trustees and platforms.

Wealth management Founder/Business Owner Expats
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Michael A

Series 65

Atlanta, GA

Beacon Global Advisor Network, LLC

Michael Abbott is a financial advisor at Beacon Global Advisor Network, LLC with five years of industry experience. He holds the Series 65 designation and previously worked at Sable Wealth for 17 years. Outside the United States, Abbott is involved in the insurance business. Beacon Global Advisor Network serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as businesses, pension and profit-sharing plans, and trusts. The firm offers customized portfolio management, financial planning, and a pension-advice service for U.K. expatriates, utilizing a mix of third-party managed models, mutual funds, ETFs, equities, and fixed income investments.

Wealth management Founder/Business Owner Expats
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