Jonathan Harris, ChFC®
Jonathan entered the investment business in 1989, working for The Equitable, becoming a regional manager in 1994. He established Black Point Wealth Management, Inc., in 1999 and is currently managing director of the firm. Jonathan specializes in all aspects of wealth management and qualified plans. He holds a Chartered Financial Consultant® (ChFC®) designation from The American College and holds FINRA series 7, 6, 24, 63, and 65 securities registrations (through Commonwealth Financial Network®).
Jonathan and his wife, Elizabeth, live in Portsmouth, Rhode Island, with their two children.
Jonathan Harris is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network®.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Daniel Beaudette, CRPC®
After graduating from the University of Rhode Island with a degree in finance and management, I started my own business as the president of a franchised video rental store, which became Blockbuster Video. For over 22 years, my team and I grew that store into a six-store chain in southeastern Massachusetts. After realizing the needs of my employees and other small business owners, I transitioned into the financial services industry to help these individuals create, implement, and monitor their financial plans.
I have lived in Rhode Island my entire life. After several years at a national brokerage firm in Providence, I made the “big move” from the Blackstone Valley to Aquidneck Island to join Black Point Wealth Management in December 2012. I am now one of the happy residents of the beautiful island of Jamestown.
A critical part of a client’s investment planning is preparing for retirement. After meeting rigorous professional standards and passing a comprehensive examination administered by the College for Financial Planning, I obtained the Chartered Retirement Planning Counselor® (CRPC®) designation. I have also completed training from Commonwealth Financial Network® on administering and advising retirement plans. I hold FINRA Series 7 and 66 securities registrations (through Commonwealth) as well as life and health insurance licenses.
My wife, Estelle, and I met in the fourth grade, and we have two daughters. Lauren followed me into the world of finance and works for a private equity firm in San Francisco. Nicole followed me to URI, where she is studying to be a pharmacist. I couldn’t be prouder of all they have accomplished!
During my free time, I volunteer as president of the local alumni housing corporation at URI’s Lambda Chi Alpha fraternity, where I mentor undergraduate students. For over six years, I have participated in Big Brothers of RI. I truly hope my mentee, Noah, has gained as much as I have from our relationship. I like to golf, but golf doesn’t always like me! I am a member at Pawtucket Country Club. This year, I began “running.” I use the term loosely—more like jogging. But I’ve completed three half-marathons! Can a full marathon be in the future? I’ll keep you posted.
My team and I are excited to meet with you to decide if we are a good fit! We will explain our strategies, discuss the factors involved with managing risk, and review the expense for our guidance. If you are interested in discussing your financial goals with us, please contact me directly at (401) 264-4004, or e-mail at firstname.lastname@example.org.
Rachael joined Black Point Wealth Management in February 2005 as an advisor's assistant and life insurance specialist. She previously worked for a large regional bank in the investment services department. She holds insurance licenses in Rhode Island and Massachusetts and FINRA Series 6 and 63 securities registrations (through Commonwealth Financial Network®).
James Conlon, Jr.
Jim joined Black Point Wealth Management in September of 2000. He brings with him over 30 years of small business ownership experience. His focus is helping the principals and employees of closely held businesses meet their financial goals. Jim graduated from the University of Notre Dame with a business administration degree, majoring in accounting. He also holds an MBA in finance/marketing from Suffolk University. He has earned his FINRA Series 6, 7, 63, and 65 securities registrations (through Commonwealth Financial Network®) and is a current CFP candidate. Jim spends his spare time with his family, touring on his high-tech bike, and playing golf.
Christy began her career in financial services working in the Private Wealth Management division of Goldman Sachs in Philadelphia. Seeking to be an independent advisor and working with a variety of clients, Christy departed Goldman and moved to Boston, where she focused on the due diligence and research of investment managers while obtaining the CFP® certification.
Prior to working in the financial services industry, Christy was an auditor in financial services for PricewaterhouseCoopers in Chicago. She graduated from the University of Notre Dame with a degree in accountancy. She was also a Division I varsity rower at Notre Dame.
Christy's acquired industry registrations, certifications, and appointments include:
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary® (AIF®)
- General Securities Registered Representative (FINRA Series 7)*
- NASAA Uniform Combined State Law (FINRA Series 66)*
- Investment Adviser Representative*
- Life, Health & Variable Life Insurance License
- LTC Partnership Certification
*Through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser–broker/dealer.
Christy is married to Major Chris Raines, USAF. They spend much time outdoors cycling, running, skiing, snowshoeing, hiking, mountain biking, and competing in all sorts of races and competitions. Christy and Chris live in Newport.