Decisions need to be made along the path to retirement. Are you confident what to do next?
What Makes Us Different
We will help you understand the decisions you need to make to retire with confidence. Through in-depth financial planning, investment expertise, and a commitment to honor your values, we embark together on the Path to Confidence. To get started, take our Confidence Index Assessment by clicking below.
The Retirement Strategies Confidence Index is a complementary tool that we developed to help you assess your current situation. Click the link below to complete the assessment.
Retirement is coming. For some it is right around the corner, for others it is down the road. Regardless, the decisions you make today may impact your retirement plans more than you know. The clients we serve all have one thing in common, a desire to retire with confidence.
If your retirement is more than 5 years
away, click on the link above.
Responsive:: Acadia: Team Title
Meet Our Team
Retirement Strategies has been serving our clients since 1994. Click Here to read our company story. Also, please take a moment to get to know our fantastic team members by clicking on their photos below!
Bill Carr, CFP®
Bill Carr, CFP®
Jacksonville native Bill Carr has been helping people make wise financial decisions as an independent financial advisor since 1989. In 1990 he founded Financial and Retirement Strategies and began to work with many of the same individuals that remain as clients today. In 1994, he joined with Bill Hart to form Retirement Strategies, Inc. His background includes studying business at Jacksonville University and the University of North Florida, and a 13-year career in banking in which he rose from teller to be the Georgia statewide vice president of marketing for a large regional bank. Bill has been married to his wife Ernie for 22 years and together they have raised four sons, Austin, Travis, Grayson and Chandler and enjoy spending time with their sons and four grandchildren.
Bill Hart entered the financial industry upon graduating college, working as a bank vice president and a life insurance agent before establishing a career as a financial planner and partnering with Bill Carr in 1994 to launch Retirement Strategies. His entrepreneurial spirit also led him to co-found a mortgage underwriting business and serve as a partner in a computer consulting company. He graduated with honors from the University of Florida and earned an MBA from the University of North Florida. Bill is a past president of the Financial Planning Association of Northeast Florida.
Mary Beth Neeley, Partner and Chief Compliance Officer of Retirement Strategies, is responsible for the day-to-day operations of the business, regulatory compliance, financial planning and personnel. Mary Beth has been with Retirement Strategies since 1997 and possesses an extensive background in the financial services industry. She began her career in banking before leaving in 1987 to work for a large broker dealer firm in Pennsylvania, where she gained experience in the many facets of the financial services industry and also found her passion. Her experience in various operations management positions enabled her to streamline operations and enhance client service. As a CERTIFIED FINANCIAL PLANNER™ professional, Mary Beth enjoys working on clients’ financial plans, employing strategies that help clients achieve their goals and life dreams.
In addition to her duties at Retirement Strategies, Mary Beth is active with the Financial Planning Association (FPA).
In her free time, Mary Beth enjoys spending time with her husband, three children and grandchildren. She’s always reading whatever she can to keep up to date on changes in the financial services industry, both regulatory and anything that affects financial planning and investment management.
Tiffany Beard graduated from Florida State University with a degree in Finance and minor in Economics and French. She spent two years teaching English in Clermont-Ferrand, France to pursue a passion for the French language. After returning to the United States, she began her career in finance at Merrill Lynch and became a CERTIFIED FINANCIAL PLANNER™ professional in 2008. Tiffany joined Retirement Strategies in April 2009 and provides financial planning services for our clients.
Outside of the office, Tiffany and her husband, Jon, enjoy sports, traveling and spending time with their children.
Tye joined Retirement Strategies in January of 2012. He earned his Bachelor of Arts degree in 2002 and a Master of Arts degree in 2003 from Furman University. During his time at Furman, Tye was a four-year letterman on the football team and worked as an assistant coach while in graduate school.
Tye began his financial services career in 2005, and became a CERTIFIED FINANCIAL PLANNER ™ professional in 2011. He decided to join RSI because of the team approach, and true financial planning that RSI provides to clients. His primary focus is on professionals, especially physicians.
Tye grew up about an hour northwest of Jacksonville in the small town of Saint George, GA. He met his wife, Cristina, a Jacksonville native, while at Furman, and has lived in Jacksonville since 2004. The couple has two children, Andrew and Anna Lucia. Tye actively participates in his church and enjoys spending time with his family, sports and fishing.
Tom Haggerty joined Retirement Strategies in January 2014. He began his career in financial services in 1999, and worked six years as an equity analyst on Wall Street with Susquehanna International Group. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Jacksonville.
Tom grew up in Harrison, NY, near New York City. He earned his bachelor’s degree in economics from the University of Richmond, where he played on the water polo team, serving as senior captain and a four-year letterman.
Out of the office, Tom spends as much time as possible with his wife Olivia and daughter Amelia. He also enjoys surfing, water polo, swimming and experiencing the outdoors.
Ben Davis joined Retirement Strategies in 2015 as operations and marketing manager. He grew up in Gainesville, Fla. and graduated Harding University in Arkansas with a bachelor’s degree in marketing. During his time at Harding, Ben was a GSC All-Conference place kicker.
After graduating, Ben moved to Seattle to experience a different area of the country and begin his professional career. He started as a temp at Charles Schwab and eventually became one of the firm’s top financial consultants.
After obtaining his CERTIFIED FINANCIAL PLANNER™ certification in 2013, Ben joined SoundView Advisors as a financial life planner and director of marketing. While at SoundView, he rebuilt the website and developed firm-wide procedures to operate the company more efficiently.
Ben and his wife Larissa returned to Florida to live closer to Ben’s family in the Gainesville and Jacksonville areas. In his free time, Ben enjoys spending time with Larissa and their three children, Grant, Brooke, and Isaac.
Client Relations & Marketing Associate
Originally from Glencoe, Minnesota, Debbie served in the United States Navy for 21 years, including cruises onboard the USS Moosbrugger and the USS John F. Kennedy. While serving, Debbie and her husband, Tom, enjoyed traveling the world and after her retirement from the Navy, she worked in management at JC Penney for six years prior to joining the Retirement Strategies team in 2006.
Debbie is the Client Relations & Marketing Associate for RSI. She works hard to ensure 100% client satisfaction in scheduling, correspondence and day-to-day service details. Her duties not only provide wonderful opportunities to work with our existing clients, but also to introduce new clients to Retirement Strategies.
Debbie and her husband have two children, a daughter, Megan, and son, Ryan. As a family, they’re active in their church and enjoy spending as much time together as possible. In addition to enjoying family time, Debbie is a voracious reader and enjoys working in her yard.
Patricia Lawrence has helped clients achieve their income and long-term planning goals for more than 25 years in the financial services industry.
She has held positions as financial advisor, trust officer and operations manager throughout her career and graduated with a bachelor’s degree in business administration from the University of Florida.
Patricia is a past president of the Jacksonville Alumnae Panhellenic Association and an active member of the Jacksonville alumnae group of Kappa Kappa Gamma Fraternity.
John Pope has been helping others make smart choices about their finances since 1973. He began his career as a trust officer at Peoples Bank of Lakeland before moving to Jacksonville to work for the Barnett Bank of Jacksonville, NA/Barnett Banks Trust Company, NA in 1976.
He began as an Account Executive at Robinson Humphrey and has worked at J.C. Bradford & Sons and Allen C. Ewing before moving to Raymond James Financial Services in 2002. In 2010 John joined Collins Capital Management and Retirement Strategies in 2013.
He earned his bachelor’s degree in English at the University of Florida in 1970. He is a graduate of the Florida Bankers Association Trust School and attended the American Bankers Graduate Trust School at Northwestern University.
John likes to stay involved in organizations with his colleagues. He’s a member of the World Affairs Council, Navy League, Police Council, Jacksonville Skeet & Trap Club, Northeast Florida Estate Planning Council, Planned Giving Council and Ducks Unlimited—where he served as president in 2009-10.
John enjoys sports, the outdoors and spending time with his wife, Jane, and three adult children.
Chandler Carr, a Jacksonville native, earned his Bachelor of Science degree from the University of Florida in 2014. During his time at UF, he played two years on the Gator football team under Urban Meyer and Will Muschamp before tearing his rotator cuff.
Chandler joined Retirement Strategies in January 2015 as a support analyst where, among other duties, he conducts and reviews research to help financial advisors prepare for client meetings and projects.
Chandler’s desire to positively impact others by helping them reach their financial goals led him to Retirement Strategies. He’s currently taking classes to obtain his Certified Financial Planner™ certification.
In his free time, he enjoys fishing, attending Jaguars games and spending time with family.
Client Service Associate
Janie Weaver’s 24 years in the financial services industry began as a Funding Analyst at The Dime Savings Bank of New York.
She continued her career with a local broker-dealer and registered investment advisory firm, gaining valuable knowledge and experience in compliance, customer care and overall operations while supporting top financial advisors.
Janie looks forward to new challenges and building relationships with her team and clients at Retirement Strategies.
She was born in Charleston, West Virginia, has lived in Jacksonville most of her life and now calls St. Augustine her home. In her free time, Janie enjoys dancing, boating and time with her loved ones.
Nancy joined Retirement Strategies in March 2016 after relocating to Jacksonville from Ann Arbor, Michigan. Throughout her 20 plus year career in financial services, Nancy maintained a focus on client service, operations, and office management. She has a passion for serving clients, and is always seeking out ways to improve the client experience. Back in 1994 Nancy started out at Kemper Securities as a wire operator. As her career evolved, she took a position at UBS Paine Webber, where she began serving clients and developing relationships with UBS advisors. A few years later, she was invited to join a team of advisors who had left UBS to start their own wealth management company called Telemus Capital. As a Client Service Manager at Telemus, Nancy was able to develop and implement time saving programs which led to a more efficient and productive client experience. She also ensured that all of her client’s requests were resolved in a timely and professional manner. Nancy and her husband Grant enjoy travelling, and spending time with their grandchildren. The Brewers live near World Golf Village. They are very happy to be in Florida, and are looking forward to building new relationships and exploring the area.
Education & Community
Retirement Strategies is committed to educating and serving our community, both as a team and individually. Please take a few moments to explore our "RSI Insights" blog, publications, and community involvement by clicking on the links below.
Read more insights from Retirement Strategies by clicking below.