James P. Cooper

Partner & Senior Wealth Advisor at Beacon Pointe

James Cooper is a Partner and Senior Wealth Advisor in Beacon Pointe’s Sarasota, Florida office. He specializes in customized solutions paired with the highest level of service that help clients meet their investment and wealth planning goals. Retirement income and wealth planning have become a focus of his business. Prior to joining Beacon Pointe, James helped build Southern Trust Financial Planning in Sarasota, Florida and was the Senior Vice President of Investments. Southern Trust Financial Planning merged with Beacon Pointe in 2021. James started his twenty-three-year career at Moors & Cabot Financial Advisors, LLC, (a division of Moors & Cabot, Inc), a 117-year-old Boston based NYSE firm. He earned his bachelor’s and master’s degrees at Florida State University, specializing in Economics and Finance.

Timeline

  • Partner & Senior Wealth Advisor

    Current role

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