Dan McGilvray
Senior Wealth Advisor @Beacon Pointe
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WORK HISTORY
Senior Wealth Advisor @Beacon Pointe
Denver, CO, US
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, 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. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
EDUCATION
Indiana University - Kelley School of Business
M.B.A., Finance, Minors in Strategic Accounting Analysis and Economic Consulting
University of Colorado Boulder - Leeds School of Business
B.S., Business Administration, Minor in Economics, Emphasis in Finance and International Business
ABOUT DAN MCGILVRAY
Beacon Pointe Advisors
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