Andrew Beard, Financial Advisor

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • College Savings
  • Portfolio Reviews
  • New Investors

About Andrew

Your family and your goals are two of the most important things to you. At Edward Jones, we seek to understand you and your individual goals. Only then can we assemble a strategy together to work toward achieving them with your long-term assets, maybe even finding ways to celebrate along the way.

I graduated from the University of Alabama at Birmingham with a bachelor's degree in business management. I have earned the Accredited Asset Management Specialist™ designation.

I love partnering together with families and small business owners through all of their life cycles and reviewing their plan as things change. Throughout...

Work History

  • Edward JonesMay 2021 to Current
  • Dan Carlisle Agency w/AllstateSeptember 2018 to May 2021

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Alabama-BirminghamBachelor of Science

Personal Interests

  • Camping
  • Hiking
  • Baseball
  • Active Lifestyle
  • Podcasts

Team Members

  • Taylor Gandy
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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