Our Team
John C. Beane III, CFP®
Senior Partner
John is a CERTIFIED FINANCIAL PLANNER (CFP®) and Senior Partner of Beane Atkinson Financial Services. He has been serving in the financial industry for over 35 years. John specializes in financial planning, with a focus on...
Garrett Atkinson, JD, BFA™, CFP®
Advisor
Cynthia P. Beane
Division Operations Manager
Cynthia is the Division Operations Manager of Beane Atkinson Financial Services. She has been registered in the financial services industry for over 30 years. She holds her Series 7 and 24 securities licenses, along with...
Jennifer Beane
Marketing & Client Relations
Jennifer serves as our Marketing and Client Relations Director and an Administrative Assistant in our office. Jennifer received her Associates Degree from the University of Florida in 2008, and is a 2010 graduate of Florida Gulf Coast...
Jennifer Miles
Client Relations
Jennifer is a Georgia girl, born and raised, but has called Southwest Florida home since 2009. She is mom to three daughters and a host of 4-legged babies. Jennifer holds a bachelor’s degree in business administration from Lee...