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

Our Team





John C. Beane, III CFP®

Senior Partner

[email protected]

John is a CERTIFIED FINANCIAL PLANNER (CFP®) and Senior Partner of Presley Beane 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

John ‘Brian’ C. Beane, IV CFP®

Associate

[email protected]

In addition to being a CERTIFIED FINANCIAL PLANNER™, Brian is registered with FSC Securities Corporation as a Series 7 General Securities Representative, Series 24 General Securities Principal, and is a Series 66 Uniform Combined...

Read more

Michael Presley

Associate

[email protected]

Michael joined Presley Beane Financial Services in 2015. He holds his series 7, 24, and 66 securities licenses, as well as his life, health and variable annuities licenses. He brings a wealth of knowledge from...

Read more

Cynthia Presley Beane

Division Operations Manager

[email protected]

Cynthia is the Division Operations Manager of Presley Beane 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

[email protected]

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

Name
Email
Phone
Question
Thank you! Oops!