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George M
Series 65, Series 63
Virginia Beach, VA
Beacon Harbor Wealth Advisors
George Macdonald III is a financial advisor at Beacon Harbor Wealth Advisors with 13 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Brean Capital, LLC for 13 years. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines active and passive management with various analytical approaches to build customized, asset-allocation driven portfolios, managing approximately $600 million across several hundred client relationships.
Connor H
Series 65
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Connor Harris is a financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, VA, holding a Series 65 designation with one year of industry experience. Prior to joining Beacon Harbor Wealth Advisors, he worked for eight years at the United States Postal Service and spent five years at Auburn University. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm uses a combination of active and passive management, incorporating multiple analytical approaches to build portfolios aligned with client objectives, risk tolerance, and tax considerations.
George M
Series 63, Series 65
Virginia Beach, VA
Beacon Harbor Wealth Advisors
George Macdonald Jr. is a financial advisor at Beacon Harbor Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is co-owner and serves as co-president and CEO of Beacon Harbor Wealth Advisors, Inc. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, managing approximately $600 million with an investment approach that combines active and passive strategies tailored to client objectives and risk tolerance.
Connor P
Series 65
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Connor Parker is a financial advisor at Beacon Harbor Wealth Advisors with nine years of industry experience. He holds a Series 65 designation and has previously worked at Parker Financial Group LLC and AE Wealth Management, LLC. Connor also owns Parker Insurance, LLC, where he works as an insurance producer. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, employing a combined active and passive investment approach that includes the use of derivatives and a wrap-fee program.
Maury S
Series 66
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Maury Stone Jr. is a financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation with 11 years of industry experience. He has worked with Beacon Harbor since 2019 and previously held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Beacon Harbor Wealth Advisors serves individual and high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management, comprehensive financial planning, and retirement plan consulting, managing approximately $600 million across several hundred client relationships.
Jeremy I
CFA®, Series 66
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Jeremy Ingram is a CFA® charterholder with 25 years of industry experience. He has been with Beacon Harbor Wealth Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as head wrestling coach at Norfolk Christian High School and is the treasurer of the Dunlap Garrick Community Foundation. Beacon Harbor Wealth Advisors manages approximately $600 million for individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of active and passive management with a team-based approach, offering discretionary investment management and retirement plan consulting.
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