An experienced financial advisor with more than 39 years in the industry, Beach enjoys building long-term relationships with clients while helping them pursue their goals. His extensive investment management experience also makes him well positioned to lead our team’s portfolio strategy. His investment experience has taught him that consequences are more important than probabilities.
Before joining Morgan Keegan in 2007, and integrating with Raymond James in 2012, Beach began his career in 1983 as a financial advisor with Smith Barney. During his tenure there, he was recognized for excellence in client service and has continued to be recognized for his work at Raymond James. Beach earned the Accredited Investment Fiduciary® (AIF®) professional designation for individuals who have expertise in investment fiduciary standards of care, awarded by the Center for Fiduciary Studies. He received his bachelor’s degree from Furman University.
Beach has a long history of community involvement, having served as a volunteer for Meals on Wheels and the United Way. He is a mentor at the Frazee Dream Center and serves on various boards, including the Furman University Paladin Club, Saint George Greek Orthodox Cathedral and Favor Greenville. A native of Greenville, Beach is married to Maria and they have two sons, Matthew and Joseph.