David is President of Beale, Lee and Associates, Inc. The office is located 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 and a licensed insurance agent.
David is a 1996 graduate of the United States Air Force Academy, and served in the US Air Force and Air National Guard for over eleven years as an F-16 fighter pilot and a T-38 instructor pilot. He and his wife, Jennie, and their two children live in Bentonville, AR where he serves his clients in Northwest Arkansas.
David is featured in Newsweek, read the article about it here:
C.W. "Chuck" Beale 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
Licensed Insurance Agent
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.
Kyle E. Alexander, MBA COO – Beale, Lee and Associates, Inc.
Bella Vista, AR
As the Chief Operating Officer of Beale, Lee and Associates, Mr. Alexander is responsible for enhancing the operational efficiency of the organization while expanding the overall business platform and growing the overall client base. Kyle shares David and Chuck’s passion for helping people explore and become more educated about secure retirement investments and alternative retirement strategies.
Prior to this position, Kyle was with Transplace, a top ten Third Party Logistics and Technology Company. As their Director of Strategic Development, he was charged with ensuring that Transplace contract 3PL customers were able to reduce their supply chain costs while maintaining excellent transportation service. He also worked for more than a decade at Georgia-Pacific Corporation, where he held a variety of management and executive roles, including: Senior Category Manager - Capital Equipment and Construction Services Procurement; Category Manager - Strategic Sourcing; Supply Chain Consultant; Senior Manager - Corporate Transportation Planning & Procurement. This background in monitoring business development and macro-economic statistical trends will serve Kyle’s client base well as he continues to examine the fuel, industrial and financial markets that affect all of us.
He is a Summa Cum Laude graduate of Auburn University with a Bachelor of Science in Business Administration and received an MBA from the University of Arkansas – Sam Walton School of Business. Kyle also is currently an Adjunct Instructor at the Sam Walton School of Business in Fayetteville, AR. He is a licensed insurance agent.
Kyle is married to his wife of 15 years, Catherine H. Alexander (J.D.) with twin daughters Abigail and Helana. All are actively involved in the community, Bentonville City Schools and First United Methodist Church in Bentonville, AR.
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Financial Planners serving Northwest Arkansas -
Bella Vista - Bentonville - Rogers - Springdale - Fayetteville - Fort Smith
Beale, Lee & Associates - 411 Town Center East - Bella Vista, AR 72714 -
(479) 876-2869 (office)
Investment Advisory services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor