Financial Planner in Dallas, TX
At Beacon Pointe, our team of wealth advisors in Dallas, TX is committed to guiding individuals, families, and professionals through the intricacies of full-service financial planning and research-driven investments. As one of the largest Registered Investment Advisor (RIA) firms in the nation, our holistic allWEALTH® approach ensures that we address every facet of your financial well-being.
In alignment with our fiduciary responsibility, we are focused on creating a fully integrated wealth plan through our comprehensive in-house wealth management services, including financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, asset protection, family office services, retirement plan services, and outsourced CIO services. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals are in good hands. Connect with our team to explore how our services can be tailored to fit your specific needs and ambitions.
Connect with one of our trusted Financial Advisors in Dallas, TX.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
Meet the Dallas Financial Advisor Team
Julie Anderson
Senior Relationship Manager
Julie Anderson is a Senior Relationship Manager at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, Julie spent nearly two decades at UBS Private Wealth Management. She graduated from the University of Texas at Tyler, earning a B.B.A. degree in Finance.
Julie E. Montgomery
Senior Relationship Manager
Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.
Pierce Halsted
Senior Associate Wealth Advisor
Pierce Halsted is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe in 2023, Pierce spent four years at UBS Private Wealth Management. He received his B.B.A. in Finance and Economics from Baylor University and graduated with highest honors.
Russell Crow
Partner, Managing Director
Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.
Sarah Stubbs
Associate Wealth Advisor
Sarah Stubbs is an Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe in 2023, Sarah worked for UBS Private Wealth Management for five years. She graduated from San Jose State University with a B.B.S. in Business, with a concentration in Finance and Accounting Information Systems.
William Diehl, CFA®
Partner, Managing Director
William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.
Meet the Dallas Financial Advisor Team
Julie Anderson
Senior Relationship Manager
Julie Anderson is a Senior Relationship Manager at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, Julie spent nearly two decades at UBS Private Wealth Management. She graduated from the University of Texas at Tyler, earning a B.B.A. degree in Finance.
Julie E. Montgomery
Senior Relationship Manager
Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.
Pierce Halsted
Senior Associate Wealth Advisor
Pierce Halsted is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe in 2023, Pierce spent four years at UBS Private Wealth Management. He received his B.B.A. in Finance and Economics from Baylor University and graduated with highest honors.
Russell Crow
Partner, Managing Director
Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.
Sarah Stubbs
Associate Wealth Advisor
Sarah Stubbs is an Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe in 2023, Sarah worked for UBS Private Wealth Management for five years. She graduated from San Jose State University with a B.B.S. in Business, with a concentration in Finance and Accounting Information Systems.
William Diehl, CFA®
Partner, Managing Director
William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.
Meet the Dallas Financial Advisor Team
Julie Anderson
Senior Relationship Manager
Julie Anderson is a Senior Relationship Manager at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, Julie spent nearly two decades at UBS Private Wealth Management. She graduated from the University of Texas at Tyler, earning a B.B.A. degree in Finance.
Julie E. Montgomery
Senior Relationship Manager
Julie Montgomery brings over 30 years of experience in the investment industry and is a Senior Relationship Manager at Beacon Pointe Advisors responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for our clients. Prior to joining Beacon Pointe in 2023, she spent nine years at UBS Private Wealth Management and 19 years at Merrill Lynch. She studied Business Management at Arkansas State University.
Pierce Halsted
Senior Associate Wealth Advisor
Pierce Halsted is a Senior Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe in 2023, Pierce spent four years at UBS Private Wealth Management. He received his B.B.A. in Finance and Economics from Baylor University and graduated with highest honors.
Russell Crow
Partner, Managing Director
Russell Crow is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Russell served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He received his BA from the University of Arkansas, his MBA from Arizona State University, and his MIM from Thunderbird, the American Graduate School of International Management.
Sarah Stubbs
Associate Wealth Advisor
Sarah Stubbs is an Associate Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with advisors to provide customized solutions to help clients meet their financial goals and to ensure clients receive a personalized wealth management experience. Prior to joining Beacon Pointe in 2023, Sarah worked for UBS Private Wealth Management for five years. She graduated from San Jose State University with a B.B.S. in Business, with a concentration in Finance and Accounting Information Systems.
William Diehl, CFA®
Partner, Managing Director
William (Billy) Diehl is a Partner and Managing Director at Beacon Pointe Advisors and brings over three decades of professional experience advising ultra-high-net-worth families, institutions, and business owners. Prior to joining Beacon Pointe in 2023, Billy served as Managing Director at UBS Private Wealth Management for 14 years after spending nine years at Goldman Sachs and four years with Morgan Stanley Private Wealth Management in New York, Houston & Dallas. He holds the Certified Financial Analyst® (CFA®) designation and received his BA from Vanderbilt University and his MBA from the University of Texas at Austin.
