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Carr-Neeley-Beard Team

10751 Deerwood Park Boulevard, Suite 302

Jacksonville,

FL

32256

carrneeleybeard-info@wealthenhancement.com

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Meet with us

About the Carr-Neeley-Beard Team

Our team offers a comprehensive financial advising approach designed to provide our clients with clarity about their entire financial situation. Our proactive guidance, combined with decades of experience, can help take the worry out of retirement so you can enjoy life. Our team, which includes five CFP® professionals, can help you with tax planning strategies, accessing alternative investments, planning for executive compensation, and more, all to provide you with a customized approach that addresses your unique needs. We believe our clients love us because we provide the service and benefits of a large, national firm with the personalized, high-touch service of a small, local firm. Schedule an introductory meeting and find out why our clients keep coming back, year after year!

Advisory Team

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Bill Carr

CFP®

Senior Vice President, Financial Advisor

Jacksonville - Town Center, FL

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Mary Neeley

CFP®, RICP®

Senior Vice President, Financial Advisor

Jacksonville - Town Center, FL

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Tiffany Beard

CEPA®, CFP®

Senior Vice President, Financial Advisor

Jacksonville - Town Center, FL

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Chandler Carr

CFP®

Vice President, Financial Advisor

Jacksonville - Town Center, FL

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Patricia Lawrence

CRPC®

Financial Advisor

Jacksonville - Town Center, FL

Client Service Team

Amanda Wright

Senior Client Service Manager

Remote

Resources from our team

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Blog

4 Tips for Surviving Social Distancing

As the COVID-19 pandemic continues to work its way through the country and the world, more and more states are issuing stay-at-home orders to help curb the spread of this disease. By practicing social distancing–staying home whenever possible, limiting gatherings of large groups of people, staying six feet away from others, etc.–we can limit the spread of the disease through human-to-human contact. But there can be unintended consequences when we limit human connection.
Tiffany Beard CEPA®, CFP®

Blog

The Impact of Rising Interest Rates

A lot is happening in the financial world these days. Inflation rages on, investment markets drop into bear territory, and talk of a looming recession is heating up.
Tiffany Beard CEPA®, CFP®

Blog

Second Marriages & Finances

When you’re about to tie the knot, it’s important to get on the same page financially as your significant other.
Bill Carr CFP®

Blog

Can I Trust a Robo-Advisor with My Financial Future?

Over the last couple decades, technology has become an essential part of our lives. Whether it’s getting turn-by-turn directions from the GPS in your car, ordering groceries from your smart fridge, or using your phone to do basically everything, we’ve become increasingly reliant on the technology around us.
Mary Neeley CFP®, RICP®

Blog

How to Deal with Divorce After Age 50

Going through divorce is almost never easy. Not only is it the dissolution of a potentially decades-long romantic relationship, but it’s also the undoing of a significant legal contract.
Mary Neeley CFP®, RICP®

Team locations

Jacksonville - Town Center, FL
10751 Deerwood Park Boulevard, Suite 302, Jacksonville, Florida, 32256
(904) 600-5920
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.