user avatar

Anthony Beal

Advisor at Raymond James Financial

Updated today
Raymond James Financial logo

Firm

Raymond James Financial

Location

Olney, IL 62450

Credentials

Series 66

Industry experience

28 years

About

Anthony Beal is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services, Inc. since 1999, including 17 years at Raymond James Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and emphasizes tailored advice supported by extensive firm research and multiple implementation options.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

120 South Fair Street, Suite 1

Olney, IL 62450

Most active in

Illinois

Work history

Raymond James Financial

2009 - Present (17 years)

Raymond James Financial Services, Inc.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chelsea R

CFP®, EA

Olney, IL

Rude Wealth Advisory

Education & Designations I have a bit of a healthy obsession with learning. I am a proud graduate of Olney Central College, where I now get the pleasure of serving on the Foundation Board. I received my B.S. in Finance from Eastern Illinois University and my Masters in Personal Financial Planning from CFFP. Along the way, I’ve earned a few other designations. I am a CERTIFIED FINANCIAL PLANNER™ Professional as well as an Enrolled Agent. Outside of my work as an advisor, I teach courses in business and finance at Vincennes University. Work History While in college I worked for a couple of banks, but my first position with true financial planning experience was with a firm in Urbana, IL in 2010. I consider myself blessed to have avoided the insurance sales or door knocking gigs so many “advisors” start out with. At Franklin Wealth Advisors, I was able to learn from an expert with several decades of experience and an undeniable passion for the work. At the end of 2014, I left FWA to move back home to join a local bank. From the end of 2014 to Spring 2021 I provided financial planning services, managed the investment assets for the Trust department, and lead the IL Wealth Management team. I worked with families in all stages of life to develop and implement plans to achieve their goals. At the end of 2020, I decided it was time to move on and begin plans for a new journey – starting my own firm. My goal for Rude Wealth Advisory is to narrow my focus to a smaller group of clients, allowing me to provide a superior level of personalized service. Personal / Family My husband, Bill, and I have been together since 2010 and married since 2013. We are both originally from Richland County, so the decision to move “home” in 2014 was mutual. We have two kids, Olivia & Henry, and are grateful to have both sets of grandparents along with siblings, cousins, aunts, uncles, etc. living close by. As a family, we love being active outside and traveling to new places. My “Why” Our work plays a critical role in our identities, whether we realize it or not. It brings to light our strengths and weaknesses and provides affirmation of our life’s purpose. We all have unlimited potential to positively impact others, and I consider myself blessed to have found the connection between providing value to others and meaning to myself in such a rewarding field. I’ve always had a passion for numbers and business. When inside the wrapper of helping families reach their goals, this work is even more fulfilling.

ESG / Sustainable investing Tax strategies for small businesses Founder/Business Owner Christian Faith Based
user avatar

Dylan S

Series 65

Olney, IL

Rude Wealth Advisory

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Ashlee V

Series 65

Olney, IL

Rude Wealth Advisory

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Makenna O

Series 66

Olney, IL

Rude Wealth Advisory

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Retired
user avatar

Aaron K

Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Retirement income strategy Options & derivatives strategies Wealth management
user avatar

Andrew K

Series 63, Series 66

Olney, IL

Packerland Brokerage Services, Inc.

Retirement income strategy Options & derivatives strategies Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")