Jim Beindorf, CPA

I spent the first 10 years of my career as a certified public accountant (CPA), focusing on tax planning and preparation for high net-worth clients. I also specialized in small business valuation and forensic accounting.

I was honored to receive the 2019 AICPA Standing Ovation Award for achievements in forensic and valuation services. In 2020, I joined The Leyda Group at Morgan Stanley as a financial advisor, which opened up a whole new perspective and set of opportunities for me to apply my expertise in service to our clients. I am proud to note that our team was named a Forbes Best-In-State Wealth Management Team in 2023.

I have a Master’s degree in Accounting from Millsaps College and a Bachelor of Science in Accounting from Auburn University.

I am a Vero Beach native, born and raised in this town. My wife, Allison, who is also a CPA, and I have two daughters and one son. They keep us busy, and we are fortunate to live near family who keep us grounded to our Cuban and Floridian roots. In my spare time, I enjoy golf and fishing and supporting the Auburn Tigers.