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portrait of James R Beard
FINANCIAL ADVISOR

James R Beard

CFP®, CPWA®
445 Cross Pointe Blvd, Suite 220, Evansville, IN 47715opens in a new window
Accepting New Clients
CallSend Me a Message

About James

Grandparents always seem to pass down things that we hold close to our hearts. You may remember that special recipe, certain skill or important life lesson. Specifically, my grandfather passed down his financial habits to me. From researching stocks in the daily newspaper, to simple sayings like "save before you spend", he taught me the foundations that I now share with my clients every day as a financial advisor.

Our ideal client is one who is passionate about their financial goals and seeking guidance with regards to developing a strategy.

We will gain an understanding of what motivates you. We provide the...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans

Work History

  • Edward JonesAugust 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • Murray State UniversityBachelor of Science

Personal Interests

  • Golfing
  • Sports Enthusiast
  • Volunteering
  • Pickleball
  • Hunting

Team Members

  • Bridget Creamer
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(812) 471-9456

Fax

(877) 292-4314

Office Address

445 Cross Pointe Blvd
Suite 220
Evansville, IN 47715opens in a new window

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