Bo is a Managing Director at Beacon Pointe Wealth Advisors and is responsible for client service and new client development. With over 20 years of experience in the financial services industry, Bo has extensive knowledge of investments and financial planning. Prior to joining Beacon Pointe, Bo co-founded Ironmark Advisors LLC in Plano, Texas, a boutique financial planning firm serving high net worth clients. Prior to that, Bo worked for American Express, enjo... (login for more professional bio)