Timothy Lanier, CFP®CRPC
Founder, Wealth Manager
After 15 years working for some of Wall Street’s largest firms — and 10 years serving as the senior advisor to the Executive & Physician Non-Qualified Deferred Compensation Plan for one of the Southeast’s largest health systems — I founded Lanier Wealth Management to offer a more personal, purpose-driven approach to wealth planning.
I bring over 16 years of experience in financial planning, with deep expertise in non-qualified deferred compensation plans, equity-based compensation, and tax-efficient retirement strategies. My work blends technical insight with a behavioral lens, helping clients navigate both the math and the mindset of wealth.
Our approach is proactive, personal, and built around your life — not just your investments. Whether you’re optimizing a deferred comp plan, preparing for retirement, or building a legacy for the next generation, we provide planning that evolves with you.
Outside the office, I’m a family man. I’ve been married for 17 years and am the proud father of three sons. For over 25 years, I’ve called the Jacksonville Beaches area home. When I’m not helping clients plan their financial futures, you’ll likely find me watching my boys compete in travel sports, spending time with my family, or catching the sunrise by the ocean.
At Lanier Wealth Management, we’re not here to sell products. We’re here to help you build a financial life that supports your values — today and for generations to come.
Jessica Farah Biery, ChFC®
Wealth Manager
With over five years of experience, I help individuals, families, and professionals build, preserve, and grow their wealth with confidence. Before joining Lanier Wealth Management, I served as lead advisor to executives and high-earning professionals at a major healthcare system, where I developed sophisticated financial strategies to meet the complex needs of clients.
As a Chartered Financial Consultant (ChFC®) with Series 7, 24, 51, 66 held through LPL Financial and Life, Health & Variable Annuity licenses, I deliver personalized guidance that simplifies complexity, drives growth, and can enhances tax efficiency. My mission is to provide clear, actionable strategies that help clients pursue their financial goals with clarity and confidence – always with their best interest at heart.
Carrie Smith
Administrative Assistant
Before and since raising my three children, I have worked in various geographic and professional areas: fashion, football, writing, even teaching high school English – which is not as scary as it sounds. Since joining Lanier Wealth Management in early 2024, I’ve served as an Administrative Assistant, booking appointments, responding to calls and questions, and helping keep communication flowing freely between you and our office as cheerfully as possible. I consider it a privilege to be part of this team’s meaningful mission with such authentic, passionate, and knowledgeable people.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.