Advisors at this firm
Connor H
Series 65
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Connor Harris is a financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, VA. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked for eight years at the United States Postal Service and spent five years at Auburn University. Beacon Harbor Wealth Advisors provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and employer-sponsored plan consulting. The firm employs a combination of active and passive management strategies, utilizing fundamental, technical, cyclical, and charting analysis to tailor portfolios aligned with clients’ investment policies and objectives.
George M
Series 63, Series 65
Virginia Beach, VA
Beacon Harbor Wealth Advisors
George Macdonald is a financial advisor at Beacon Harbor Wealth Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked for firms including Wells Fargo Clearing Services, Wells Fargo Advisors LLC, Pioneer Life Inc, National Life of Vermont Insurance, and Northwestern National Life Insurance. Macdonald is also co-owner and co-president of Beacon Harbor Wealth Advisors, where he dedicates time as CEO. Beacon Harbor Wealth Advisors provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and employer-sponsored plan consulting. The firm utilizes a combination of active and passive management strategies, including options and covered-call strategies, to tailor portfolios according to each client’s investment objectives.
Connor P
Series 65
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Connor Parker is a financial advisor at Beacon Harbor Wealth Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including AE Wealth Management and Kenneth Porter & Company. Outside of his advisory role, he owns and operates Parker Insurance, LLC, where he works as an insurance producer. Beacon Harbor Wealth Advisors serves individuals, including high-net-worth clients, and provides pension and employer-sponsored plan consulting. The firm employs a combination of active and passive management strategies and offers discretionary investment management alongside non-discretionary pension consulting and plan advisory services.
Maury S
Series 66
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Maury Stone is a financial advisor at Beacon Harbor Wealth Advisors in Virginia Beach, VA, holding a Series 66 designation with 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Beacon Harbor Wealth Advisors provides discretionary investment management and comprehensive financial planning for individuals, including high-net-worth clients, as well as pension and employer-sponsored plan consulting. The firm combines active and passive management with multiple analytical approaches to construct tailored portfolios and offers specialized services such as wrap fee programs and derivatives strategies within separately managed accounts.
Jeremy I
CFA®, Series 66
Virginia Beach, VA
Beacon Harbor Wealth Advisors
Jeremy Ingram is a CFA® charterholder with 25 years of industry experience. He has been with Beacon Harbor Wealth Advisors since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as head wrestling coach at Norfolk Christian High School and is treasurer of the Dunlap Garrick Community Foundation. Beacon Harbor Wealth Advisors provides discretionary investment management and comprehensive financial planning to individuals, including high-net-worth clients, as well as pension and employer-sponsored plan consulting. The firm employs a combination of active and passive management strategies, incorporating fundamental and technical analysis to tailor portfolios aligned with client objectives.