Financial Planners
in New York, New York

Based in New York City, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

80 Broad Street, Suite 1701, New York, NY, 10004

(212) 574-4070

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Connect with Us

Connect with One of Our Trusted Financial Planners in New York, NY

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

80 Broad Street, Suite 1701, New York, NY, 10004

(212) 574-4070

Get Directions

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our New York Financial Planners & Advisors

Managing Directors

Carrie Gallaway

Carrie Gallaway, CFP®

Partner, Managing Director

Carrie is a Partner and Managing Director at Beacon Pointe Advisors. With over 20 years of experience, Carrie is focused on helping clients plan for a secure financial future. Many of her clients are women who have experienced a recent life event, such as losing a job or a loved one, which forces their financial affairs to become a top priority. She works closely with clients in developing, implementing and monitoring retirement, education, investment and income plans for individuals and families. Carrie began her career as a Registered Client Service Associate with DLJDirect before pivoting to work at Morgan Stanley for 15 years, eventually rising to the role Senior Vice President. She then went on to co-found YorkBridge Wealth Partners in 2016 (which merged with Beacon Pointe in 2023). Carrie graduated from Lehigh University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Carrie currently lives in Hoboken, New Jersey with her husband and two children. In her spare time, she enjoys downhill skiing, tennis, volunteering in the local community, and cheering for her children at their sporting events.

Wealth Advisors

Leigh Moglia, CFA®, CFP®

Senior Wealth Advisor

Leigh is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals.  Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before that, he was a Vice President at Lebenthal Wealth Advisors working with clients on financial planning and portfolio construction. Leigh graduated from New York University with a BA in Economics and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and CFA® charterholder designations in addition to being a member of the CFA® Society of New York. Leigh currently resides in Long Island with his wife and two children. Outside of the office, he enjoys traveling, spending time with his family, and playing the occasional round of golf.

Michael Brogan, MBA

Associate Wealth Advisor

Michael is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience to ensure their financial goals are met. Prior to joining Beacon Pointe, Michael spent ten years in corporate finance before deciding to pursue a career in wealth management. Michael earned his bachelor’s degree from Stockton University and received his MBA in finance from Fairleigh Dickinson University. Outside of the office, Michael enjoys hiking, fishing, reading, and spending time with family and friends.

Client Service & Operations

Diana Brown

Senior Client Service Associate

Diana is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Diana has over 20 years of experience in the industry, working in various service and operational roles. Diana currently resides in Long Island with her family. In her spare time, she enjoys skiing, hiking, volunteering, and cheering her daughter on at her sports events.

Jack Bistrian

Client Service Associate

Jack Bistrian is a Client Service Associate at Beacon Pointe Advisors and is responsible for maintaining, deepening, and enriching client relationships. He also supports aspects of investments and portfolio activities, which include preparing client presentations and performance reports. Prior to working at Beacon Pointe, Jack was a Client Service Associate at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before entering the wealth management industry, he was an associate at the National Democratic Institute in Washington D.C., as well as a real estate agent with Corcoran on the east end of Long Island Jack has a bachelor’s degree in Islamic Civilizations and Societies from Boston College. He currently splits his time between Bridgehampton and New York City, and enjoys golf, snowboarding, and spending time with his friends and family.

Victoria Maronian

Senior Client Service Associate

Victoria is a member of the Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Victoria graduated magna cum laude from Elon University and earned her Bachelor of Science degree in Business Administration with a concentration in Finance. Outside of the office, Victoria enjoys watching sports, going to fitness classes, and cooking.

Connect with one of our trusted Financial Advisors in New York City. We are here to be a partner with you on your personal wealth journey.  Please contact our New York, NY team if we can be of service.

Carrie&Andy

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