Beau is dedicated to helping his clients pursue their goals and the future they envision. He serves a wide range of clients and, in particular, helps oil and gas landowners prudently invest the proceeds of their leases, royalty payments and pipeline rights.
“I strive to always have a caring and positive attitude to help put our clients at ease,” says Beau. As a Certified Plan Fiduciary Advisor, Beau also works with company retirement plans regarding their ERISA plan investment management and fiduciary responsibilities.
Before joining Raymond James in 2022, Beau was a vice president and senior financial advisor at Merrill Lynch. He is a graduate of The Ohio State University, where he earned a Bachelor of Science in business finance.
He is a board member of the Animal Shelter Society, Zane State College Foundation and the Zanesville Country Club. He is also a Third Degree Knight of the Knights of Columbus Council 505 (Zanesville).
Beau grew up in Zanesville, Ohio, and lives here today with his wife, LeighAnn, and their dog, Jake. In his free time, he enjoys watching sports, golfing and spending time with family and friends.