Beacon Pointe Completes Its First Wirehouse Breakaway Team Integration
NEWPORT BEACH, Calif., Oct. 17, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has completed its first wirehouse breakaway team integration with Russell Crow and William (Billy) Diehl, both formerly Managing Directors at UBS Private Wealth Management in Dallas, TX, who have joined Beacon Pointe Advisors.
- NEWPORT BEACH, Calif., Oct. 17, 2023 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has completed its first wirehouse breakaway team integration with Russell Crow and William (Billy) Diehl, both formerly Managing Directors at UBS Private Wealth Management in Dallas, TX, who have joined Beacon Pointe Advisors.
- Their decision to join Beacon Pointe was driven primarily due to the fiduciary environment of Beacon Pointe combined with the ability to provide clients with a robust and holistic investment platform and a family office service experience.
- "The depth of experience and professionalism from this team is a great compliment to Beacon Pointe.
- We are thrilled to have them as part of the Beacon Pointe family," shares Shannon Eusey, CEO of Beacon Pointe Advisors.