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Maeve Beard, CWS®, AIF®

Maeve Beard, CWS®, AIF®

Senior Investment Officer & Trust Officer

Maeve received her Bachelor of Business Administration in Finance at Southern Methodist University in Dallas. During her tenure at SMU, Maeve was a BBA Scholar, SMU Distinguished Scholar and received both the Rotunda Award and Criteria Award for Distinction in Rhetoric. She was also a member of Kappa Alpha Theta Sorority where she served as Finance Deputy, a Business Scholar Mentor, and volunteered for inner city youth programs.

Maeve previously interned for both the Dallas Mavericks and Pinnacle Trust. She was awarded the Accredited Investment Fiduciary® designation in 2013 and Certified Wealth Strategist® designation in 2014. Maeve also completed her insurance license requirements in 2011. She also serves on the Pinnacle Trust Investment Committee.