The Carr-Neeley-Beard Team
Serving the greater Jacksonville, FL area.
Location
Jacksonville, FL 32256 (904) 600-5920
A team behind every plan
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!
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
Primary office
Jacksonville, FL
10751 Deerwood Park Boulevard, Suite 302
Jacksonville, FL 32256
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Jacksonville, FL
Jacksonville, FL 32256
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
10 Financial Vital Signs to Check Each Year (and 3 Most People Ignore)
Can I Trust a Robo-Advisor with My Financial Future?
Newsroom and Resources
View All15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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