Winter Park, FL Office

James Ferrell is a financial advisor with Beacon Pointe Advisors, LLC, holding the CFP® designation and Series 65 license, and bringing 30 years of industry experience. Prior to his current role, he led Ferrell Wealth Management for 24 years and also has experience at Triloma Securities, LLC. Outside of advising, he serves as a director of Winter Park National Bank and is involved in several business ventures including a residential real estate brokerage and a CPA firm. Beacon Pointe Advisors provides wealth advisory and consulting services to a diverse client base that includes individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive investment strategies across public and private asset classes.

Cameron Crain is a Series 65-licensed financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. His background includes roles at the University of Central Florida, Amazon, and Interlachen Country Club. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

William Ferrell is a CFP® professional with five years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Goldman Sachs & Co. LLC, Sanford C. Bernstein & Co., LLC, Ernst & Young, and the University of Central Florida. In addition to his advisory duties, he 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 using third-party independent managers and offers a range of services from wealth management to outsourced CIO solutions.

Crystal Garner is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and 23 years of industry experience. She previously worked at Ferrell Wealth Management for 24 years before joining Beacon Pointe in 2020. 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, quantitative and qualitative due diligence, and offers services such as discretionary wealth management, financial planning, and outsourced CIO solutions.

Jennings Hurt IV is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Ferrell Wealth Management, Inc. for 11 years before joining Beacon Pointe in 2020. Outside of his advisory role, he serves as a board member for DrinkB4, a beverage company, where he contributes to overall brand strategy. 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-driven investment approach using proprietary due diligence and asset-allocation modeling, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner in multiple private funds.

Paige Goll is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Beacon Pointe Advisors since 2020 and previously spent four years at Ferrell Wealth Management, Inc. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm employs both active and passive investment strategies across public and private asset classes and manages proprietary private funds alongside third-party independent managers.