Maeve Beard

VP, Wealth & Fiduciary Advisor

A Jackson, MS native, Maeve brings 11 years of experience and expertise to individuals with a focus on investment management, trust and retirement planning. Beard is a graduate of Southern Methodist University where she earned her Bachelor of Business Administration Degree in Finance. Maeve will serve as an advisor in investment management, trust and retirement plan administration. She holds the Series 65 License, is a Certified Wealth Strategist®, and Accredited Investment Fiduciary®.

Links


Org chart

No direct reports

Teams


Offices

This person is not in any offices