Shannon Eusey
@seusey
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Proud Mom, Avid Runner, President and Founder of Beacon Pointe Advisors
Newport Beach, CA
Joined February 2012
Exciting to see #fintech startup @BentoEngine hit the ground running with $1.1m in equity investments - integrating with CRM software systems to provide clients with an exceptional experience beyond investing. @CityWireUSA
https://t.co/MOMpVXvgQ3
@MartyBicknell #ScratchWorks
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I had a wonderful conversation with my inspiring industry colleagues today as part of the @RIA__Edge conference CEO All Star panel. It is fantastic to exchange ideas and best practices with fellow women leaders in the #RIA space. Looking forward to continuing these conversations!
Our RIA CEO’s take to stage at RIA Edge for an All Star Panel! Leading the conversation is Lisa Crafford, and the panel features Heather Fortner, CEO at SignatureFD, Shannon Eusey, CEO at Beacon Pointe Advisors and Kay Lynn Mayhue, President at Merit Financial Advisors!
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I am delighted to share that @BPAdvisors was recently included in @barronsonline 2021 Top 100 RIA list coming in at #21 & jumping 9 spots from last year’s list. We are incredibly proud of our diverse nationwide team, and excited for what the future holds.
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Looking forward to season 4 this fall!
#FinTech companies: #ScratchWorks2021 is now accepting submissions for Season 4! Apply now to pitch your firm for potential investment at #T32021. https://t.co/s0O7u7VESf
@FinTechie @t3techhub @MartyBicknell @MarinerWealth @rchusker @CarsonGroupLLC @seusey @BeaconPointeRIA
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Don’t miss your chance to pitch your #fintech business live in front of the industry’s most successful RIAs at #T32021 in Season 4 of @_scratchworks! Deadline: June 15 #ScratchWorks2021 Apply now: https://t.co/HAyU3qAlro
@FinTechie @t3techhub @MartyBicknell @rchusker @seusey
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@investmentnews recognizes Beacon Pointe CEO as a ‘Woman to Watch’ in 2020 and beyond. @seusey @skinnerliz #INw2w #womeninwealth
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I am honored and humbled to have received the @UCIAA Lauds & Laurels award. Thank you to @UCIrvine and @ucisocsci - Proud to be an Anteater!
Lauds and laurels, risk and reward: Guided by vision and passion, tenacity and grit, @UCIrvine's Outstanding Alumni Athlete @seusey '92 is the Anteater spirit personified. More: https://t.co/EkFDR0sbHx
#UCIPride #zotzotzot
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Proud of our growing firm and the future initiatives we are planning for @BeaconPointeRIA! Thank you @CitywireUSA and @ajonescitywire
.@BeaconPointeRIA's @BPWealthAdvisor & @SEusey on how they got started, their plans for growth, and their focus on working with #women to help them gain financial independence. #wealthmanagement #RIA #RIAs #womeninfinance #womeninwealth
https://t.co/iJsKWL9Kpb
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Sneak peek of @BeaconPointeRIA CEO @seusey and her interview for @Fidelity Client Stories. We are excited to share our insights for future innovations in the #RIA industry. Full interview coming soon! #WorkingWithUs
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Match.Wrong – Is your #CPA right for you? Learn more before #taxseason hits.
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Excited to take part in this exciting #FinTech competition. I'll see you in Salt Lake City! @barronsonline @_scratchworks
.@_scratchworks Season 2 will once again showcase live at @barronsonline Independent Summit! Attendees will get to watch #FinTech innovators compete for funding by presenting their pitches to a panel of #wealthmanagement luminaries including @BeaconPointeRIA CEO @seusey. #RIA
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Thank you @OCBizJournal for including me in this year's #OC500. I'm in great company!
We are proud to announce Beacon Pointe CEO @seusey is included in @OCBizJournal's #OC500 most influential individuals for the second year in a row! Read her full profile here.
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Sneak peek of today’s #photoshoot fun with @CitywireUSA for our upcoming cover story, not a bad way to wrap up the week! @BPWealthAdvisor @AllianceforRIAs
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Great kick-off to 2019 for @GetTheSense! Check out our latest interview with @KKFXFox11 for some great tips on managing your money wisely in the new year.
Thank you @KKFXFox11 for having our co-authors on last week's morning show! We discussed tips on how to make #2019 a #financial success! FULL INTERVIEW HERE: https://t.co/JdO8HbaYfa
#newyearsresolutions @BPAdvisors
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Exciting news #SanDiego! @GetTheSense and our Best Selling book will be featured on @CBS8 TOMORROW bright and early at 7:15 AM.
Watch co-authors Karen Sarten, CFP®, and Alli Hillgren (@allihillgren) on San Diego’s @cbs8 Morning News discussing our International Best Seller, “Your Dollars, Our Sense” TOMORROW, Thursday, August 30, at 7:15 am!
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Our thoughts are with the families and firefighters enduring the multiple fires burning in CA. We have compiled a evacuation list of financial documents and other important items to take with you. https://t.co/s0IGIxMDSf
#holyfire #carrfire #mendocinocomplexfire #fergusonfire
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Honored to join the @SunwestBank Board of Directors. I have long admired this leadership team's commitment to delivering progressive banking solutions to its clients.
.@SunwestBank appoints Beacon Pointe CEO, @seusey to its Board of Directors. Read the full press release here:
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