Solutions shaped by experience

Private Weath Management

Beard Williams 2

At the Beard Williams Group, our decades of experience has shown us that strategic investing, financial planning and risk management are key to helping you achieve the goals you have today and the legacy you hope to leave behind. As Private Wealth Advisors with access to deep global resources and solutions across all of UBS, we are passionate about helping you grow and protect the success you’ve achieved. There’s nothing more important to us than helping you enjoy today, confidently knowing that you’ve planned well for your family for generations to come.

Whether your goals involve a family wealth transfer strategy or prudent oversight for your endowment fund, we’ll deliver a solution with the discipline, accountability and uncompromising service you deserve. Over time, we’re certain our multigenerational knowledge and perspective will not only strengthen your confidence in us, but also provide you with more freedom to focus on other life priorities and those who matter most.

Passion is the fuel that drives us to deliver our best on your behalf. It motivates us to pursue objectives, overcome obstacles and earn your trust every day.

- Franklin R. Beard, Sr.
  • Franklin Beard, Sr.

    Franklin Beard, Sr.

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • IN
    • MA
    • ME
    • MI
    • MT
    • NC
    • NJ
    • PA
    • SC
    • TN
    • TX
    • VA
    • WA

    Franklin sets the tone for the entire team with his enduring moral compass and continually striving for excellence both in and out of the office. Franklin, who entered the financial services industry with Alex Brown & Sons in 1977, has successfully managed his client’s wealth and futures through 15 corrections and four recessions. Franklin attributes his success and longevity in the business to his ability to successfully develop and execute customized solutions tailored specifically for each client’s individual needs and objectives. What further separates Franklin as a trusted advisor is his proven ability to clarify and solve his client’s complex challenges using concepts and language that are clear and concise giving them complete peace of mind.

    Franklin’s expertise in identifying and managing risk runs deep. This was highlighted most recently by his invitation and acceptance into the exclusive Private Wealth Management division of UBS. Since joining UBS in 2002 and becoming a designated UBS Private Wealth Advisor in 2015, Franklin continues to integrate sophisticated risk management principals into the client-focused, planning-based practice he has built. Franklin believes so strongly in his investment philosophy that his own portfolio reflects the same principles and managers he recommends to his clients.

    Franklin, a fifth generation Jacksonville native, graduated from Clemson University with a B.S. in mechanical engineering. Before Clemson, he attended the Episcopal School of Jacksonville, where he has served as past president of its alumni association and as a member of the Board of Trustees. Franklin is an active member at St. Mark’s Episcopal Church where he has served as the Senior Warden of the vestry. He serves on the St. Mark’s Foundation and plays percussion for the contemporary choir. Franklin has been active in working with high school youth through his involvement as Lay Director of Happening, and as past president and umpire-in-chief of the NOL Little League. He is also a member of the Westside Rotary Club of Jacksonville. 

    Franklin and his wife of over 43 years, Anne, most enjoy family time with their two sons, daughter-in-law and three young grandchildren. Together they enjoy spending time boating in Florida and Maine.

        • Private Wealth Advisor
        One Independent Drive
        Independent Square
        Jacksonville, FL 32202
      • Buck Williams

        Buck Williams, CFP®

        Senior Vice President–Wealth Management

        Private Wealth Advisor

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        • AR
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • ME
        • MI
        • MT
        • NC
        • NJ
        • NV
        • NY
        • PA
        • SC
        • TN
        • TX
        • VA

        Buck Williams, CFP® is a Vice President of Wealth Management and one of an exclusive group of UBS financial advisors who have earned the "Private Wealth Advisor" designation. At the Beard Williams Group they focus their time working with 50-60 successful families, executives, foundations, endowments and corporate entities. Buck's ultimate goal is to provide his clients with the best and most comprehensive wealth management experience possible.

        Buck began his career with Fidelity Investments in January 2011 in the retail trading group and moved through various roles including managing a book of approximately 500 clients who maintained retirement plan accounts including 401(k)'s with Fidelity. Before joining UBS in 2014 he also spent time with Merrill Lynch at their Financial Advisory Center in Jacksonville. In 2016 The Beard Williams Group was invited to join UBS Private Wealth Management and since that time Buck has earned the CERTIFIED FINANCIAL PLANNER™ designation as well as the Private Wealth Advisor, Portfolio Manager and Retirement Plan Consultant designations within UBS.

        Buck's community involvement is centered on the things he is most passionate about: youth development, education, and the outdoors. Currently Buck serves as the Treasurer on the Board of Directors for both the Jacksonville Public Education Fund and the Sanctuary on 8th Street. His other involvement includes being the Troop Committee Chair for Boy Scout Troop 26 at St. Mark's Episcopal Church, a committee member with the Jacksonville Chapter of Ducks Unlimited and a member of the St. Vincent's Shircliff Society. Buck is also a graduate of the Weaver Philanthropic Initiative Class of 2015.

        Buck, a 4th generation Jacksonville native, graduated from the University of Florida where he earned his bachelor’s degree in Food and Resource Economics and a minor in Business Administration. Before the University of Florida, he attended St. Johns Country Day School in Orange Park, FL. Buck and his wife Susannah currently reside in Ortega with their daughter Bebe and yellow lab Bertie. Outside of UBS, Buck enjoys playing golf and tennis and spending time in the outdoors hunting and fishing.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

          • Private Wealth Advisor
          One Independent Drive
          Independent Square
          Jacksonville, FL 32202
        • Rebecca Depew

          Rebecca Depew

          Senior Client Associate

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          • AZ
          • CO
          • FL
          • GA
          • MA
          • OR
          • SC
          • TN
          • VA

          Rebecca's professional commitment has always been about going the extra mile and beyond for clients. In 1982, Rebecca joined Alex Brown & Sons and became Franklin's assistant. They have been working together side-by-side ever since, building client relationships and forming lasting friendships spanning decades and generations.

          As the “go to” person on the team, Rebecca manages all administrative duties, client service needs, trade execution and compliance. She places equal importance on all client issues or concerns and sees them through to completion.

          Each and every client is unique. With her dynamic and outgoing personality, Rebecca assesses each individual client service situation to determine the next step and best way to accomplish it promptly. Rebecca provides that important “wow” factor— relentlessly going above and beyond and exceeding client expectations. Simply, clients come first every time.

          Rebecca holds her Series 7 and 63 securities licenses. Rebecca is a Jacksonville native and lives in San Marco with her husband Larry. Together they enjoy landscaping, gardening, and cooking as well as spending time with their Labradoodle, Maggie. Rebecca and Larry's favorite afternoon is riding around in their Jeep with the top down and Maggie smiling in the backseat.

                One Independent Drive
                Independent Square
                Jacksonville, FL 32202
              • Robert Mistretta

                Robert Mistretta

                Wealth Strategy Associate

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                • FL

                Fully embracing the team’s guiding principles and client focus, Robert views exceptional service as his top priority, Robert works closely with the team in the development of comprehensive financial plans and investment strategies, assisting in portfolio construction, financial planning and implementing tailored solutions to meet clients' goals. He works closely with clients to provide them a thorough understanding of financial markets along with the risks/rewards inherent in their investments.

                Robert started his career at UBS in 2019 after graduating from The University of North Florida  with a bachelor's degree in finance. He has obtained his Series 7 and Series 66 securities licenses. Outside of UBS, Robert enjoys playing soccer, traveling, and spending time with friends and family.

                 

                      One Independent Drive
                      Independent Square
                      Jacksonville, FL 32202
                    Prudent portfolio management

                    Prudent portfolio management

                    Multigenerational estate planning strategies

                    Multigenerational estate planning strategies

                    Endowment management with a fiduciary focus

                    Endowment management with a fiduciary focus

                    Backed by the strength of UBS

                    A global leader in wealth management

                    $2.8 trillion

                    In invested assets globally 
                    As of 06/30/2022

                    51 countries

                    Our global footprint

                    Global leader

                    UBS is a world-leading wealth manager

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