Jacksonville, FL Deerwood Park Blvd Office

Morgan Everett is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at firms including Brighton Jones, RBC Capital Markets, Bank of America, Merrill, and Charles Schwab. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active managers, with portfolio oversight by an internal Investment Committee.

James Carr Jr. is a CFP® professional with 36 years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC since 2018. He previously worked at Retirement Strategies, Inc. for 24 years. Carr is a board member of the Firehouse Subs Safety Foundation and Global Jax, both non-compensated roles. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and utilizes a diversified investment process that combines passive and active management overseen by an internal Investment Committee.

Jesse Crews is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. He has worked with Wealth Enhancement Group and its advisory services since 2018, and previously spent six years at Retirement Strategies, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Benjamin Davis is a Certified Financial Planner® with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2018. Prior to that, he was employed at Retirement Strategies, Inc. from 2015 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts and estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Harrison Jordan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 credential and beginning his advisory career in 2026. Prior to joining Wealth Enhancement Group, he gained experience at iCapital and Pathward Financial. His background also includes roles outside finance, such as employment at Hodges Mazda and Julington Creek Golf Club. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, with oversight from an internal Investment Committee and offers a wide range of implementation tools and program options.

Tiffany Beard is a CFP® and holds a Series 66 license with 17 years of industry experience. She has been with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2018, following four years at Retirement Strategies Inc. Beard serves on the boards of the Financial Planning Association of Florida and the local Cub Scouts organization. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

William Hart is a CFP® with 25 years of experience in financial advising. He has worked with Wealth Enhancement Advisory Services, LLC and its predecessor firms since 2018 and previously spent 24 years at Retirement Strategies, Inc. Hart also serves as an adjunct professor at the University of North Florida. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Patricia Lawrence is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wealth Enhancement Group and Wealth Enhancement Advisory Services since 2018, following five years at Retirement Strategies, Inc. in Jacksonville, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and retirement consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Mary Beth Neeley is a CFP® professional with 19 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC since 2018. Prior to that, she worked for Retirement Strategies, Inc. from 2005 to 2018. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

William Carr is a CFP® professional with eight years of experience at Wealth Enhancement Group and three years at Retirement Strategies Inc, totaling 11 years in the financial industry. He is currently affiliated with Wealth Enhancement Advisory Services, LLC, based in Jacksonville, FL. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.