Beau Sheedy

Vice President

Currently, Beau’s practice is focused on the accumulation, but also the distribution phases for retirement needs. Beau looks to help clients explore tax efficient strategies for clients to guide them from their pre-retirement to post-retirement life.

 

Today, Beau’s full practice focuses on:

Retirement Planning Strategies

Asset Allocation Strategies

Education Planning Strategies

Estate Planning Strategies

Risk Management Strategies

Small Business Strategies

 

Helping people attain their financial goals runs in his blood. His grandfather was a advisor for 30+ years with the legendary firm E.F. Hutton and continues to be a mentor to Beau to this day.

At the age of 26 Beau rose quickly through the ranks at Equitable to become a Vice President in the company.  As a Vice President, Beau has the duty of developing advisors and helping them achieve their personal and professional goals.  

A Phoenix native, Beau grew up in the North Central and Arcadia neighborhoods where his family still resides. He and his wife Eleanor now live in the North Scottsdale area with their young daughter Eloise.  Eleanor and Beau both attended the University of Arizona where Beau was a leader in his Phi Gamma Delta (FIJI) fraternity as well as studied abroad in Prague, Czech Republic before earning his Bachelors of Science and Business Administration in Finance from the Eller College of Management.

Within the local and regional business community, Beau volunteers with New Pathways for Youth, an organization in the transformative development of at risk youth, as a mentor.

In his spare time, he loves travel, fly fishing, and golf.  He and Eleanor spend as much time as they can with their family spread between Phoenix and Chicago. 

 

Education, Licenses, and Credentials

University of Arizona, Bachelor of Science, Finance

FINRA Series 7, 65, 63 Registrations, AZ Life and Health Licenses CA Insurance Lic#4043760

Conducts business: AZ, NM, CA, PA

 

Beau Sheedy is a registered representative who offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products of Equitable Life Insurance Company (Equitable) (NY, NY) and of unaffiliated carriers through Equitable Network, LLC ( Equitable Network Insurance Agency of California, LLC in CA, Equitable Network Insurance Agency of Utah, LLC in UT, Equitable Network of Puerto Rico, Inc. in PR).  Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC.  Equitable Advisors, Equitable and Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.  

AGE-146890 (8/2019) (exp. 8/2021)

California Insurance License #: 4043760


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 480.444.3730
Mobile Phone 602-373-8310