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David Cross

Advisor at Beyond Wealth Management Group, LLC

Updated today
Beyond Wealth Management Group, LLC logo

Firm

Beyond Wealth Management Group, LLC

Location

New Paltz, NY 12561

Credentials

Series 63

Industry experience

4 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning range from $1,800 to $25,000, based on plan complexity

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Project-based

$250 to $500 per hour, based on complexity of the financial plan

Work history

Beyond Wealth Management Group, LLC

2019 - Present (7 years)

Beyond Wealth Management Group LLC

2018 - 2019 (1 year)

Retired

2015 - 2018 (3 years)

Mutual of Omaha Investor Services, Inc.

1997 - Present (29 years)

Mutual/United Of Omaha Insurance Company

1997 - Present (29 years)

C & L of Dutchess, Inc./Subway

1996 - Present (30 years)

DDL Enterprises, Inc./Hasbrouck Deli

1995 - Present (31 years)

LHS of Ulster Corp

1988 - Present (38 years)

LHS of Ulster Corp.

1988 - Present (38 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Cathleen T

CFP®

Rhinebeck, NY

Moonbridge Financial Design, LLC

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Women Professionals Single Women Women's Finance Gen X (Born 1965-1980)
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Lambros V

Series 63, Series 65

Poughkeepsie, NY

Merrill

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

College savings (529s, UTMA, etc.) Divorce financial planning Exec comp design Retirement income strategy Active portfolio management Women's Finance

George D

Series 63, Series 65

Poughkeepsie, NY

Merrill

George Decker is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He has been with the firm since 2021 and brings over 45 years of experience in the financial industry. In his role, George focuses on creating personalized wealth management strategies that align with his clients' long-term goals, leveraging the investment insights of Merrill and the banking solutions of Bank of America. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and is a Personal Investment Advisor (PIA). He is actively involved in community service, serving on the Board of Directors for Angels of Light and having previously served on boards for Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. George resides in Millbrook, New York, with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Wealth management

Chelsea H

Series 63, Series 66

Poughkeepsie, NY

Edward Jones

Wealth management Business ownership considerations Founder/Business Owner

Jordyn B

Series 66

Poughkeepsie, NY

Merrill

Jordyn Beesmer is a Financial Advisor with Merrill Lynch Wealth Management. She works to help clients pursue their financial goals through personalized wealth management strategies that consider clients' life priorities and aspirations. Jordyn provides access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create flexible strategies suited to evolving market conditions. Jordyn holds a Bachelor's Degree in Molecular and Cellular Biology from Boston University, where she also played Division 1 field hockey for five seasons. Prior to her career in finance, she spent more than three years working in the biotechnology sector. Jordyn’s background as a student-athlete and quality control lab analyst supports her approach to helping clients grow and protect their wealth. She holds the Personal Investment Advisor (PIA) professional designation. Jordyn is committed to community involvement and volunteers with local organizations. Her personal interests include cooking, hiking, reading, running, skiing, tennis, and spending time with her family.

Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Women Professionals

Bonnie R

Series 66

Pine Bush, NY

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Planning for children with special needs Military & Veterans LGBTQIA
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