Jacksonville, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,379,692,992
ClientsTotal clients
2,207
AdvisorsAdvisors at this office
2
Of 25 advisors across 16 offices
Location
Jacksonville FL
Advisors at this office
2
Advisors at this office
Heather G
CFP®, Series 65, Series 63
Jacksonville, FL
Beam Wealth Advisors, Inc.
Heather Gardner is a financial advisor at Beam Wealth Advisors, Inc. in Jacksonville, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience, including roles at Bank of America and Merrill prior to joining Beam Wealth Advisors. Gardner also maintains a licensed fixed insurance agent status and manages a short-term rental property in Auburn, AL. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, offering wealth management, financial planning, portfolio management, and ERISA consulting, with an investment approach grounded in Modern and Post-Modern Portfolio Theory and behavioral finance.
Adam H
CFP®, Series 63, Series 66
Jacksonville, FL
Beam Wealth Advisors, Inc.
Adam Howard is a CFP® professional with 14 years of experience in financial advising. He is currently with Beam Wealth Advisors, Inc., where he has worked since 2021, following prior roles at B&C Financial Advisors from 2016 to 2023. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in assets for individuals, businesses, trusts, estates, and retirement plans. The firm focuses on asset allocation, diversification, and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance, offering integrated wealth management and consulting services through affiliated tax, CPA, and insurance entities.
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