Justin Paul Elliott Joins Beacon Asset Management as Financial Advisor
January 08, 2014 Business News(PRLEAP.COM) (Tampa, FL) Michael L. LaVoy, CFP®, ChFC (LaVoy) and Chief Investment Officer of Beacon Asset Management, Inc. (Beacon) announced today that Justin Paul Elliott will be joining the Beacon Wealth Management team as a financial advisor.
"This is an exciting time for Beacon, as we begin to recruit senior advisors to join our firm. Justin has years of experience as a research analyst and as an associate financial advisor; we feel very fortunate to bring his expertise and new client recruitment skills to our team," said LaVoy.
When asked about Beacon's 2014 growth initiative, LaVoy explained that Beacon will be increasing its wealth management client base as well as the number of advisors with whom the company contracts this year, but will not be changing its client-centered, wealth management model.
"We will continue to be a "boutique" firm that works closely with clients individually and monitors their accounts daily; however, unlike many, we are optimistic about the market: particularly about the housing recovery in Florida and throughout the nation," LaVoy added, "That's why we're growing!"
An ideal advisor candidate for Beacon, Justin Elliott is a Certified Financial Planner (CFP®) candidate and holds a 2-015 Life, Health, and Variable Annuity license as well as Series 6 and Series 65 certifications. His Bachelor's degree is from the University of South Florida as well as his CFP® Candidacy program.
Beacon Asset Management, Inc. is a fee-only Registered Investment Advisor (RIA) managed by Certified Financial Planner™, Michael LaVoy. As a fee-only RIA, Beacon and its independent advisors have no incentive to push any product and, instead, have a fiduciary responsibility to act only in clients' best interest: not a broker dealer or an insurance company.
For more information about Beacon Asset Management, Inc. and its client or career opportunities; or to schedule Michael LaVoy for an interview or speaking engagement, call the Beacon offices at (813) 269-0632 or go online to schedule an appointment or subscribe to the Weekly Beacon or the Beacon Blog at www.beaconria.com.