Brooks Beard

Background

About Brooks Beard

I bring over a decade of combined experience in wealth management and mortgage lending, with a proven record of guiding clients through complex financial decisions with clarity and confidence. My career began at Morgan Stanley and New England Securities (a MetLife Company) as a Financial Advisor, followed by two years at Merrill Edge as an Investment Specialist—building a strong foundation in investments, market strategy, and client relationship management.In 2012, I transitioned into mortgage lending with Bank of America, helping clients achieve their homeownership and financing goals through tailored solutions. In 2017, I was promoted to Wealth Management Credit Officer with Merrill Lynch, partnering with 60 Financial Advisors across the Southern Gulf States to serve affluent clients with purchase, refinance, HELOAN, and HELOC needs.From 2019 to 2024, I served as Sr. Mortgage Broker at Geneva Financial LLC, licensed in NC, SC, CO, FL, TX, and GA—delivering personalized mortgage strategies while driving branch growth and high-performance teams.Today, I’m a Senior Mortgage Broker at Lifetime Mortgage, where I leverage my investment background and mortgage expertise to provide clients with competitive, customized lending solutions designed to fit both immediate needs and long-term financial goals.