Joseph W. Marriott
President, MBA, RFC
AR license #238363
Joe Marriott is the President of Marriott & Beale Wealth Advisors, Inc., a Financial Services Firm dedicated to building, helping protect and preserve the wealth of our clients for their retirement years. Joe specializes in working with retired individuals in developing retirement income, managing assets in a volatile market place and positioning for market ups and downs.
Joe has over 20 years of industry experience in portfolio management, retirement income planning and risk management. He was a Senior Vice President – Complex Manager for two of Wall Sreet’s biggest firms. Joe received his MBA from the University of Iowa.
Joe is an advocate for the homeless and currently serves on an executive committee for a homeless organization in Little Rock. Joe believes in mentoring young people and has coached eighteen different athletic teams.
Diana Marriott
Vice President, CPA
AR license #369372
Diana is the Vice President of Marriott & Beale Wealth Advisors, Inc., a Financial Services Firm dedicated to servicing and educating retirees. Diana has experience in Tax and Estate Planning. She is a CPA and received her Bachelors in Accounting from the University of Iowa. Diana worked for one of the big six accounting firms and a fortune 100 company in Chicago, Illinois. She is an active member in the 20th Century Club in Little Rock Arkansas. She serves dinners for cancer patients and raises money to provide housing for those patients while in Little Rock receiving treatments. She is currently serving on the auction committee for the Hope Ball of 2012. She is an active participant in Our House, a homeless shelter for working families in Little Rock. She provides meals for the working homeless. She is a
member of AICPA and ASCPA.
Diana enjoys equestrian riding, running and traveling. She has completed two marathons and several road races. Joe and Diana are proud parents of six children and one granddaughter in Chicago.
Levon James
Director of Operations
Levon has 29 years of industry experience. Her experience includes a position as the Compliance Officer for a Little Rock Financial Group and as the Operations Manager of the Smith Barney Complex in Arkansas for 16 of her 24 years with the firm. Her responsibilities have provided a strong foundation of FINRA industry experience in operations and compliance.
Levon's focus is in providing quality client service while assuring Marriott & Beale Wealth Advisors is in compliance with all industry regulations and firm policies. Levon holds her Series 7, Series 63, and Series 66 investment registrations as well as the Series 8, which is the General Sales Supervisor registration.
Levon grew up in the Crows Station community, graduated from Fountain Lake High School, and attended the University of Central Arkansas in Conway.
Levon and her husband Steve live in Benton, Arkansas. They have three children and two grandchildren.
Richard O'Brien
AR license #335624
Richard is a Financial Advisor for Marriott & Beale Wealth Advisors. He specializes in protecting retirement assets while creating guaranteed income for life. On a day to day basis, he assists in providing client support and managing workshops and client appreciation events.
Richard graduated from Catholic High School for Boys with 4 Letters in baseball. He was elected team captain for two years, Arkansas Democrat Gazette All-Sophomore Team and two time All-State. He was drafted by the Chicago White Sox in the 2003 Major League Baseball Draft.
He played at Connors State Junior College in Warner, OK, the #1 ranked team both years he was there and compiled a record of 91-13 in two years. He was selected to the All-Region and All-District Teams his sophomore year and was drafted once again by the Chicago White Sox in 2004.
After a short stint at Texas A&M University, Richard played at the University of Miami in Coral Gables, FL for the spring season of 2006. That year the University of Miami went to Omaha and the College World Series where they placed 5th. Richard earned the awards of All-ACC Conference Tournament Team and All-Regional Team by a unanimous vote. He received his Bachelor in Liberal Arts in December of 2007.
He now lives in Little Rock with his wife Tiffany Walt O'Brien, originally of Dumas, and their dog Frankie. Richard is the son of Rick and Paula O’Brien.
Kathi Wastel
Client Relations Specialist
Kathi joined Marriott & Beale Wealth Advisors in 2003 and has worked in various facets of the business. She now concentrates on delivering extraordinary client service by ensuring that our clients have a positive experience working with Marriott & Beale Wealth Advisors. Kathi’s primary responsibilities are:
Prior to joining Marriott & Beale Wealth Advisors, Kathi was executive officer of a realtor association in Illinois. Kathi likes to boat, travel and read by the water. Kathi and her husband Steve reside in Hot Springs Village. They have two children and two graddaughters.
Peggy Farnsworth
Client Review Specialist
Peggy works part-time and handles all of our client review planning and spreadsheets. She also assists the rest of our team with seminars and bus trips.
Peggy and Alan live in Hot Springs Village. They enjoy motorcycles. They have two sons and two granddaughters.
Chuck and Michele Beale
CFP®, RFC, CLU
AR license #119207
Chuck Beale had been involved in the Financial Services profession for 47 years. He received his B. A. in English from the Virginia Military Institute in 1964 and his Chartered Life Underwriter (CLU) designation from the American College of Life Underwriters in 1979. He is a Certified Financial Planner (CFP®) and a Registered Financial Consultant (RFC). Chuck is a member of the International Association of Financial Planners, the American Society of Chartered Life Underwriters, and NAIFA (National Association of Financial Advisors). He has earned the distinction of being a member of the Insurance Million Dollar Round Table for 40 years in a row and its designation of “Top of the Table” for the past 9 years. He is also the creator of a nationally copyrighted/trademarked retirement funding system, known as the “Star Plan”.
Chuck enjoys speaking to civic groups and churches on inspirational topics and working with teenagers through the Fellowship of Christian Athletes in the local high schools. He is currently serving as the Chairman of the South Central Arkansas Area Fellowship of Christian Athletes Board and the Hot Springs Village FCA Vision Group.
He and his wife, Michele, enjoy traveling together, spending time relaxing in their log home in Ferndale, AR and spending time with their four children and 10 grandchildren.
We wish them well in their retirement.
