F.A.C.E.S. Award Winner of the Year

Author

Beacon Pointe Advisors

For more information about the author, click to view their website: Beacon Pointe

Posted on

Mar 21, 2025

Book/Edition

Florida - Southwest

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Each year, the Garth Flint F.A.C.E.S. Award is presented at the annual Beacon Pointe Advisor Summit. Named after our co-founder, Garth Flint, this award reflects the embodiment of our company’s core values – Family-oriented, Ambitious, Collaborative, Entrepreneurial, and Service-minded. It serves as a testament to the commitment of our advisors to incorporating these values into their everyday work.

Below is a compilation of Beacon Pointe’s various F.A.C.E.S. award winners year-over-year:


2024

Coby Cress, CFP®
Wealth Advisor

2024

Karen (Sarten) Reifel, CFP®
Senior Wealth Advisor

2023

Dylan MacDonald, CFP®
Wealth Advisor

2022

LeEric Daye
Principal, Senior Wealth Advisor







About the Beacon Pointe F.A.C.E.S.

Be Family

We live by the golden rule of treating those the way we would like to be treated. We see ourselves as a work family, mentoring those new to the company and learning from our peers. We embrace the communities we live within and strive to make a positive impact.

Be Ambitious

With a culture of transparency and accountability, we enable our employees to be evaluated on their contribution to their team and the firm as they blaze their own trails of career development.

Be Collaborative

Beacon Pointe has a team-centric mentality, challenging each other to personally thrive and excel while being supportive when a colleague is in need of assistance or there is an opportunity to join forces on a project.

Be Entrepreneurial

From every viewpoint, we value creativity and innovation.  Our business is built on consistently challenging the norm and finding a better way to approach what we currently do. We encourage individuals to take initiative, think outside of the box through idea sharing, and formulate solutions that can have a direct positive impact on the company, employees and the clients we serve.

Be of Service

Lastly but most importantly, we are about service to our clients, to our team, and to the community in which we live. Each year, we give a paid day of work to each team member to spend their time volunteering for a local 501(c)(3) non-profit, and many in our firm serve on boards or in other volunteer capacities within our nonprofit community.

Important Disclosure: Awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as an investment advisor does not imply a certain level of training or skill.  Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.



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Beacon Pointe is one of the nations largest Registered Investment Advisory (RIA) firms, providing comprehensive financial solutions for institutions, defined contribution plans, high-net-worth individuals, and families. Our success is driven by our peoplea team of talented, diverse, and passionate professionals committed to fostering an uplifting company culture and delivering premier service experiences to our clients.Our ServicesPrivate Wealth ServicesOur Private Wealth Management services offer comprehensive wealth planning and customized investment strategies, empowering clients to make well-informed financial decisions that align with their life goals.Institutional ConsultingWe provide objective and transparent investment solutions, offering long-term strategic planning tailored to the unique portfolio goals and mission of each institutional client.Retirement Plan ServicesOur team delivers expert investment guidance and comprehensive service solutions for 401(k)s, 403(b)s, and non-qualified deferred compensation plans, ensuring clients receive the highest level of fiduciary support.Advisor PartnershipsBeacon Pointe collaborates with successful RIAs and wealth advisors nationwide, fostering synergistic partnerships focused on enhancing efficiencies, value, and long-term growth.With a client-centric, fiduciary-first approach, Beacon Pointe is dedicated to providing strategic financial guidance that helps individuals, families, and institutions achieve lasting financial success.

Beacon Pointe Advisors

Financial Services 9240 Bonita Beach Road, Bonita Springs, Florida, 34135

Beacon Pointe is one of the nations largest Registered Investment Advisory (RIA) firms, providing comprehensive financial solutions for institutions, defined contribution plans, high-net-worth individuals, and families. Our success is driven by our peoplea team of talented, diverse, and passionate professionals committed to fostering an uplifting company culture and delivering premier service experiences to our clients.Our ServicesPrivate Wealth ServicesOur Private Wealth Management services offer comprehensive wealth planning and customized investment strategies, empowering clients to make well-informed financial decisions that align with their life goals.Institutional ConsultingWe provide objective and transparent investment solutions, offering long-term strategic planning tailored to the unique portfolio goals and mission of each institutional client.Retirement Plan ServicesOur team delivers expert investment guidance and comprehensive service solutions for 401(k)s, 403(b)s, and non-qualified deferred compensation plans, ensuring clients receive the highest level of fiduciary support.Advisor PartnershipsBeacon Pointe collaborates with successful RIAs and wealth advisors nationwide, fostering synergistic partnerships focused on enhancing efficiencies, value, and long-term growth.With a client-centric, fiduciary-first approach, Beacon Pointe is dedicated to providing strategic financial guidance that helps individuals, families, and institutions achieve lasting financial success.