Tim Beard
Director of Investment Operations at Sconset Wealth Management | Greater Boston, United States
Tim Beard’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Financial Representative at Northwestern Mutual in May 2019 - Present
Director of Investment Operations at Sconset Wealth Management in February 2021 - Present
Intern to the Vice President of Finance at Vanu, Inc. in August 2016 - April 2019
University of Vermont, Bachelor of Arts - BA, January 2016 to January 2020
Kimball Union Academy, January 2014 to January 2016
Lincoln-Sudbury Regional High School, January 2011 to January 2014
We provide innovative solutions using world-class insurance services and internationally recognized investment products. We will work with you to help identify your financial goals, suggest solutions to help you reach those goals, and show you ways to implement them.
Discover more about Sconset Wealth Management
Lead Financial Advisor at Sconset Wealth Management
Marketing Intern at CBIZ Network Solutions
(August 2026 – August 2026)
Associate Wealth Management Advisor
Associate Wealth Management Advisor at Sconset Wealth Management
(Jan 2026 – Present)
My team helps people by providing a vision and creating clarity in their financial futures.
Sconset Wealth Management is a Boston-based modern financial planning practice specializing in wealth accumulation, wealth preservation strategies, and retirement income distribution planning for high income and high net worth individuals and their families.
Five simple but e...
Executive Operations Manager at Sconset Wealth Management
Executive Operations Manager at Sconset Wealth Management
(Apr 2026 – Present)
Director of Insurance and Client Services
Director of Insurance and Client Services at Sconset Wealth Management
(Oct 2022 – Present)
What is Tim Beard email address?
Email Tim Beard at [email protected]. This email is the most updated Tim Beard's email found in 2026.
How to contact Tim Beard?
To contact Tim Beard send an email to [email protected].
What company does Tim Beard work for?
Tim Beard works for Sconset Wealth Management.
What is Tim Beard's role at Sconset Wealth Management?
Tim Beard is Director of Investment Operations
