C.W. "Chuck" Beale
CLU, CFP®, RFC

C. W. Beale is the president of C.W. Beale and Associates, Inc. Chuck has over 40 years of experience in the financial services profession with a specialty in providing retirement peace of mind.

Chuck holds the following professional designations:

• Certified Financial Planner™
• Registered Financial Consultant
• Chartered Life Underwriter
• Investment Advisor Representative with Brookstone Capital Management
• Recognized as one of America's Best Financial Planners 2005, 2006, 2007
  

Chuck also holds the following memberships:

• National Association of Insurance and Financial Advisors
• Financial Planning Association
• The Top of the Table, Million Dollar Roundtable

Chuck is a graduate of Virginia Military Institute (VMI) with a Bachelor of Arts degree in English. He and his wife, Michele, have lived in Hot Springs Village for 10 years and have four children and ten grandchildren.

David Lee

David manages Beale/Lee and Associates office in Bella Vista, AR. David has completed a course on senior issues conducted by the Certified Senior Advisor, a national organization for financial professionals in America and holds the Series 65 designation. He is also an Investment Advisor Representative with Brookstone Capital Management.

David is a graduate of the United State Air Force Academy and has been a F16 Top Gun pilot for ten years. He and his wife, Jennie, and their two children live in Bentonville, AR where he serves his clients in Northwest Arkansas.

The Staff of C.W. Beale and Associates, Inc.

The staff of C. W. Beale and Associates is made up of Villagers and each one is committed to serving our clients as we would like to be served. Our goal is to treat every one of our clients as a million dollar client regardless of how much or how little money they have placed with us. Our firm is committed to giving back to the Village through support of various organizations and other causes. We seek to give back to Villagers by not only providing educational programs, but also by hosting concerts and Branson-type shows for our clients and outings for clients and guests to places of interest such as:

• The Clinton Presidential Center
• Petit Jean Mountain and Winrock International
• The Country Village
• Springdale Train Trip
• Subiaco Monastery
• Weiderker Winery
• Marlsgate Plantation
• Eureka Springs
• Historic Old Washington, AR
• Historic Little Rock
  
  

Michele Beale
Vice-President

Kathi Wastel
Office Manager

Kim Statts
Marketing Director

Vicki Ahlemann
Administrative Assistant