Finally, a Financial Advisor who knows what matters most.

Our team

Our team

Julie Beam

Client Service Associate

(937) 552-9765
(937) 552-9769
(877) 389-3882

Julie Beam graduated cum laude from the University of Cincinnati with a Bachelor of Science in Nursing.  Julie began her career in nursing at Dayton Children’s Medical Center in the Emergency Department. After more than 14 years as an ER nurse, Julie made the decision to utilize her interpersonal and critical thinking skills to begin a career in the financial services industry.

Julie joined Pathways Wealth Management in 2013 as a Client Services Associate.  Julie is responsible for the administrative functions of the branch.

Julie enjoys spending time with Dusty and their three children, reading and running.

Andrea Meisel Clark

Chief Compliance Officer

(937) 552-9765
(937) 552-9769
(877) 389-3882

Andrea Meisel Clark is a graduate of Marshall University with a B.A in Criminal Justice.  Andrea began her career in the securities industry over 22 years ago. In 1991, she joined Smith Barney in Huntington, WV as a Sales Associate.  She was awarded the title of Vice President and Operations Manager in 1999.  Andrea supervised over $1 billion in client assets at Smith Barney until she relocated to Centerville, OH in 2003.  Andrea continued to provide compliance services to the Centerville OH and Huntington, WV branches of Smith Barney and its subsequent merger partners, Citigroup and Morgan Stanley Smith Barney until 2010.  Andrea joined Pathways Wealth Management in 2010 to serve as Chief Compliance Officer.

Andrea and her husband, Russell, live in Centerville, OH with their 5 children.  Andrea enjoys reading and spending time with her family.

Andrea has obtained FINRA administered Uniform Investment Adviser Law Examination.

 

 

Business Partners

*Fidelity Institutional Wealth Services

  •             RIA Custodian

 

 

Please view the background of your Financial Advisor, Dustin Beam, on FINRA's BROKERCHECK.

 

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