Rachel Ann Calvert Sowers

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2017 → 07/2019
  Bb&T Securities
  Richmond, VA
• 01/2016 → 05/2017
  Virginia Tech
  Falls Church, VA
• 07/2019 → 02/2021
  Bb&T Securities
  Richmond, VA
• 02/2021 → 01/2023
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → 01/2023
  Truist Advisory Services, Inc.
  Atlanta, GA
• 01/2023 → 07/2024
  Raymond James & Associates
  Richmond, VA
• 07/2024 → 10/2024
  Unemployed
  Gainesville, FL
• 01/2025 → 06/2025
  Waypoint Wealth Partners, Llc
  Mill Valley, CA
• 07/2025 → 03/2026
  Beacon Pointe Advisors, Llc
  Mill Valley, CA
• 04/2026 → 04/2026
  Beacon Pointe Advisors, Llc
  Mill Valley, CA
• 05/2026 → Present
  Beacon Pointe Advisors, Llc
  Larkspur, CA

Previous Registrations

• 2025-01-21 → 2025-07-08
  Waypoint Wealth Partners
  Glen Ellen, CA
  Mill Valley, CA
  Glen Ellen, CA
• 2023-01-18 → 2024-07-19
  Raymond James & Associates, Inc.
  Gainesville, FL
  Richmond, VA
• 2021-02-17 → 2023-01-24
  Truist Advisory Services, Inc.
  Richmond, VA
  Ocala, FL
  Ocala, FL
  Richmond, VA
  Ocala, FL
• 2018-12-24 → 2021-02-17
  Bb&T Securities, Llc
  Richmond, VA
  Richmond, VA
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2018-12-21

Designations

• Certified Financial Planner

Other Names

• Rachel Ann Calvert
• Rachel Calvert