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, 65 and 63 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®
Dan joined Black Point Wealth Management in December 2012 after several years at a national brokerage firm. Prior to that Dan was president of his own business for 22 years. A Chartered Retirement Planning Counselor (CRPC®), Dan is uniquely qualified to provide retirement and estate planning services to individuals and business owners. His designation was granted after meeting rigorous professional standards and passing a comprehensive examination administered by the College for Financial Planning. Dan also holds FINRA series 7 and 66 securities registrations (through Commonwealth Financial Network), as well as life and health insurance licenses.
Dan holds a Bachelor's Degree in Finance and Management from the University of Rhode Island. He spends his spare time as a volunteer with Big Brothers of RI as a big brother for a boy who lives in Woonsocket. Dan lives in Cumberland, RI with his wife and their two daughters.
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 7, 65, 63, and 6 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, PA. Seeking to be an independent advisor and working with a variety of clients, Christy departed Goldman and moved to Boston, MA, 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, IL. Christy 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®
- 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.
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.