Tori Boswell
Partner, Senior Wealth Advisor at Beacon Pointe Advisors
- Role
- Partner, Senior Wealth Advisor at Beacon Pointe
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Tori Boswell
I help high-net-worth individuals and families make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals, and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing
Experience
Partner, Senior Wealth Advisor
Dec 2025 — Present · Tampa, FL, US
On December 31, 2025, Stephens Wealth Management Group 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
The University of Alabama
Bachelor's Degree, Accounting
University of South Florida
Master of Business Administration (M.B.A.), Financing and Accounting
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