Briana Gonzales
Client Service Associate at Beacon Pointe Advisors
- Role
- Client Service Associate at Beacon Pointe
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Briana Gonzales
As a primary point of contact for high-net-worth clients, I assist with delivering…
Experience
Client Service Associate
Nov 2024 — Present · Dallas, TX, US
On November 30, 2024, WhiteRock Wealth Management Co. joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Education
Grand Canyon University
Master of Business Administration - MBA, Business Administration
Grand Canyon University
Marketing and Advertising
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