Financial Resources Group (FRG)
Whether you are a first-time investor taking your initial steps into the world of finance or a more seasoned investor, our dedicated team in Financial Resources Group is here to support you. We understand that each client's financial journey is unique, and we are committed to tailoring our services to meet your specific needs and financial goals.
Our team, led by Bob Beard, who has over thirty years of experience in the securities business, possesses a deep understanding of market trends, investment strategies, and financial and tax planning. This expertise allows us to offer insightful advice and strategies that help you navigate the complexities of investing with confidence. Financial Resources Group is committed to providing the highest level of personalized financial service to our clients.
Our commitment to exceptional service is demonstrated by the recent addition of Shaan Smith to the team. Shaan, who has 30 years of banking experience, joined Financial Resources Group as a financial advisor in 2025, and he will further enhance our ability to serve our clients. Additionally, our experienced and tenured assistants, Jodi Nordwall and Susan Winters, provide invaluable support to the team, ensuring that our clients' relationships are meticulously managed.
The Financial Resources Group is located in the lobby of the CNB branch on W. Morton Ave in Jacksonville. You may reach them at 217-243-3373.