I prefer to partner with individual investors and small businesses in order to create tailored strategies that are specifically designed around clients' financial needs and life goals. I partner with a team of professionals to create custom financial strategies that help protect legacies, provide tax efficiencies and help secure financial futures. My greatest strength is communicating with clients in order to understand what is important to them and then partnering together to achieve those goals.
I began with Edward Jones as a financial advisor in 2017, after leaving a successful real estate partnership with my wife, Paige. As a proud graduate of Sam Houston State University with a Bachelor of Science in communication studies and marketing, I use my background to establish meaningful relationships with the clients whom we serve. I have Series 7 and 66 registrations, and hold my General Lines Agent license with The Texas Department of Insurance.
Kent Beard, my father, an Edward Jones advisor since 2001, serves as my mentor and guide. We choose to work together to best serve clients by taking the time necessary to truly understand the unique situations and solutions needed to reach financial goals while working to and through retirement.
Paige and I have two children, Sofia (8) and Lillian (5), who enjoy fishing, gymnastics, soccer, golf, swimming, boxing and painting. We live in Sugar Land, TX and have called it home for the last eight years. Our office serves the Memorial area in Houston and has been doing so for over 20 years. We love being outdoors and rarely miss a good day on the water.
- Business Retirement Plans
- Estate & Legacy Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Special Needs Financial Considerations
- Wealth Strategies
Office Address1500 South Dairy Ashford
Houston, TX 77077
Phone NumberCarson G Beard at (281) 497-0345
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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