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Meet With Us

Carr Neeley Beard Team

10751 Deerwood Park Boulevard, Suite 302

Jacksonville,

FL

32256

carrneeleybeard-info@wealthenhancement.com

See other locations

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! 

CFP disclosure: CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S. 

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

CFP®, CEPA®

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

Resources from our team

Filters
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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®

Blog

Elections, the Markets, and Your Financial Plan

Many people look to election results (and the presumed policy changes coming from the winner) as an indication of how the markets will perform, as well as the subsequent impact on their financial plan. This is especially true in presidential election years–but what role do elections actually play in regards to market performance?
Bill Hart CFP®

Events and Webinars

How to Have Better Estate Planning Conversations with Your Loved Ones

An estate plan is integral to your overall financial plan, and it's important that your loved ones support your end-of-life wishes. But when it comes to relaying this information, it can be a difficult conversation to have, often filled with emotions and fraught with challenges.
Bill Carr CFP®

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.

Meet with an advisor

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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.