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Steven B

Series 63, Series 65

Greenville, SC

Beacon Pointe Advisors, LLC

Steven Bright is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beacon Pointe Advisors since 2020. Prior to that, he spent ten years at Carolinas Wealth Management Group. Additionally, he is a licensed insurance agent involved in life, disability, and long-term care insurance sales through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, using a proprietary “Focus List” and a combination of active and passive strategies, and is notable for sponsoring proprietary investment vehicles and serving as an operating general partner in multiple private funds.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Peyton S

CFP®

Greenville, SC

Beacon Pointe Advisors, LLC

Peyton Steigerwald is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Greenville, SC. Prior to joining Beacon Pointe, he held positions at Clemson University and the College of Charleston. In addition to his advisory role, Steigerwald is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing both active and passive strategies with a formal due-diligence process, and sponsors proprietary investment vehicles alongside advising a registered interval fund.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Jackson D

CFP®, Series 65

Greenville, SC

Beacon Pointe Advisors, LLC

Jackson Dorris is a CFP®-designated financial advisor with one year of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Capital Investment Advisors and Wild Dunes Resort. His background also includes roles at The Citadel, Military College of the South, and Southside Christian School. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and retirement plans. The firm employs a manager-focused investment approach, utilizing third-party independent managers selected through a quantitative and qualitative due-diligence process.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Quintin P

CFP®, Series 66

Greenville, SC

Beacon Pointe Advisors, LLC

Quintin Pile is a CFP® with seven years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe in 2024, he was with Greenwood Capital Associates for five years and has additional experience at Edward Jones and other firms. Outside of his advisory role, he is involved in managing rental property businesses. Beacon Pointe Advisors provides wealth advisory and consulting services to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across a range of asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Cooper B

CFP®

Greenville, SC

Beacon Pointe Advisors, LLC

Cooper Branham is a CFP® professional with one year of industry experience, currently affiliated with Beacon Pointe Advisors, LLC in Greenville, SC. His work history includes roles at Beacon Pointe Advisors, Beacon Pointe Insurance Services, The Scotts Miracle-Gro Company, Clemson University, Cool Pros Heating and AC, and Gilbert High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party Independent Managers through a rigorous due diligence process and utilizes both active and passive strategies across public and private asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Jeffrey G

CFP®, ChFC®, Series 65

Greenville, SC

Beacon Pointe Advisors, LLC

Jeffrey Giguere Jr. is a CFP®, ChFC®, and Series 65 credentialed advisor with 16 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he is also a licensed insurance agent involved in life, health, and accident insurance sales. Prior to joining Beacon Pointe, he worked at Capital Design Associates, Inc. for 11 years. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, employing a manager-of-managers approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Joseph S

Series 63, Series 65

Greenville, SC

Beacon Pointe Advisors, LLC

Joseph Schofield III is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Beacon Pointe Advisors since 2021 and concurrently operates an operational cattle farm through JDS Holdings, LLC. Prior to his current role, he has been involved with Cda Group since 2009. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-focused investment approach using proprietary due diligence and offers a range of services such as discretionary wealth management, fiduciary consulting, and outsourced CIO solutions.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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