Beah has been in the financial industry for 18 years. After working with corporate firms, she became an independent advisor and started BD Financial Concepts to have a more personal connection with her clients.
We strive to build life long relationships rooted in continued performance and trust.
Ms. Jennifer Morris oversees account administration and maintenance. She works with new and existing clients to service financial requests and inquiries and coordinates transactions and documentation while assisting with investment records. Jennifer acts as the company liaison with custodians, and other outside agencies. She particularly enjoys supporting client relationships and supports all facets of the implementation process and client experience. Born in New Jersey, Jennifer enjoys the central Florida lifestyle where she exercises her passion for her butterfly garden and relaxing by the pool.
Mrs. Olivia Crawford is responsible for branding, compliance, public relations and client relations. She passionately shares the firm’s investment philosophy, client-holistic approach, corporate values and relentless drive to surpass expectations. Olivia’s responsible for client communications, as well as the ongoing development of our firm. She enjoys spending time and traveling with her husband and three daughters.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and BD Financial Concepts are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. 634236