Karl Randall

Financial Planner, Director of Strategic Planning @Beacon Financial Partners

My roles at Beacon are as follows:\\\\n\\\\nPart of the leadership team that\'s responsible for managing the firm and dictating the future of the firm.\\\\n\\\\nLead and spreadhead our firm\'s technology and digital innovation efforts, including identification and implementation.\\\\n\\\\nResponsible for overseeing our firm\'s model investment portfolios. I create relationships with Wall Street\'s top investment firms to leverage their resources in order to benefit our clients with strong investment portfolios. We manage over $100 million in our firm\'s models.\\\\n\\\\nPersonal Financial Planner. Work directly with individuals and families in the areas of financial planning and wealth management. Long-term relationship focused.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n