Global access. Strategic solutions.

Private Wealth Management

3 Generations walking on the beach

Where do your passions lie? We address every dimension of your life and your goals—investments, business and legacy—to develop a plan that’s truly personalized for you. Then we’ll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies, that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Franklin Beard, Sr.

Senior Vice President–Wealth Management

Franklin is a fifth generation Jacksonville native who entered the financial services industry with Alex Brown & Sons in 1977. In 2002, UBS acquired the Jacksonville Alex Brown & Sons office. Professionally, Franklin’s passion is to provide his clients with true financial security. A graduate of Clemson University, Franklin is an active member at St. Mark’s Episcopal Church where he plays both bass guitar and drums in the contemporary choir. He serves on the St. Mark’s Church Foundation as trustee and has served as chairman of their Investment Committee. He is also a member of the Westside Rotary Club of Jacksonville where he is a Paul Harris Fellow. He and his wife, Anne, have two grown sons, Russell and Cameron, and three grandchildren.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NY
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit


  • Clemson University


  • Private Wealth Advisor
One Independent Drive
Independent Square Suite 1700
Suite 1700
Jacksonville, FL 32202
  • (904) 301-3119

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Wealth, from your point of view

Change your community. Change the world.

Change your community. Change the world.

Executive decisions

Executive decisions

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager