Flint, MI Office

Team
Updated today

Client AUM

$49,135,583,845

Clients

29,565

Advisors

5

Of 472 advisors across 97 offices

Location

5206 Gateway Centre, Suite 300

Flint MI 48507

Advisors at this office

5

Advisors at this office

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Sheryl S

Series 63, Series 65

Flint, MI

Beacon Pointe Advisors, LLC

Sheryl Stephens is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 credentials and 49 years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc. and Stephens Wealth Management Group. She also has experience managing her own advisory and consulting firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines in-house asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

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

CFP®, Series 63, Series 66

Flint, MI

Beacon Pointe Advisors, LLC

Jill Carr is a CFP®-certified financial advisor with 10 years of industry experience, currently with Beacon Pointe Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services Advisors and Stephens Wealth Management Group. In addition to her advisory work, she owns a tax preparation business, Jill Carr 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 using a proprietary “Focus List,” asset allocation modeling, and ongoing performance monitoring.

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

Series 66

Flint, MI

Beacon Pointe Advisors, LLC

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women’s Exchange of Washtenaw, where she helps plan an annual fall forum. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers 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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Jason G

CFP®, Series 63, Series 66

Flint, MI

Beacon Pointe Advisors, LLC

Jason Guenther is a CFP® professional with 23 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he also serves as an insurance agent. Prior to joining Beacon Pointe, he worked at Stephens Wealth Management Group for 13 years. 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-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

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

Series 66

Flint, MI

Beacon Pointe Advisors, LLC

Tyler Stephens is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services. In addition to his advisory role, he is also 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 retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

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