Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

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...

Read more

Garrett Atkinson, JD, BFA™

Advisor | Dave Ramsey SmartVestor Pro

Garrett is a southwest Florida native, a third-generation Floridian, and a graduate of the University of Florida. He holds a bachelor’s degree in mechanical engineering and computer science, and a juris doctorate from the...

Read more

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...

Read more

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...

Read more

Have a Question

Thank you! Oops!