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Stephanie Murray
Planning And Operations Manager at Beacon Financial Strategies
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Work Experience
Jun 2013 - Present · 11 years and 6 months
Planning And Operations Manager
Jun 2019 - Present · 5 years and 6 months
Paraplanner
Jun 2013 - Present · 11 years and 6 months
Office Manager & Associate Financial Advisor
Nov 2010 - May 2013 · 2 years and 6 months
Company Details
Beacon Financial Strategies was established in 2004, by Chip Hymiller, CFP® and Erin Campbell, CPA/PFS, CFP® with the purpose of helping individuals and families make sound and strategic financial decisions. Beacon is an independent financial planning firm. Our coordinated approach to financial planning differentiates us from most other firms because we focus on overall net worth management and financial health. As fiduciaries, our focus is on giving each client individualized qualified financial advice.
Year Founded
2004
Social Media
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Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance, Investment Services
HQ Location
7100 Six Forks Rd Suite 135 Raleigh, North Carolina 27615, US
Keywords
Investment ManagementFinancial PlanningRetirement Planningand Tax Planningtax planning strategiesflow and debtfiduciary advisorybeacon financial strategiesretiree banner
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