With the knowledge that comes with more than 13 years of experience in the financial services industry, Beverly helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.
From financial planning to comprehensive portfolio management, Beverly's recommendations are made solely in the interest of providing the highest value and benefit to you. She works tenaciously to help you pursue your financial goals with as much certainty, and with as much or little risk that you want to take on.
At Raymond James, Beverly has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, completely and truthfully. She provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Beverly joined Raymond James in 2008 after being at Smith Barney since 2004. She attended school locally and is a graduate of Florida State University and received a degree in Communications. She also furthered her educational pursuits by obtaining the Accredited Asset Management SpecialistSM designation in 2016.
When not working, Beverly enjoys keeping busy. Whether helping her "Lovebug" with his auction business or volunteering, you will often see her going from one place to another. Some of the non-profits she currently works with includes Pilot International (at the local and state district level), Animal Rescue Center fostering cats, American Cancer Society / Relay for Life, Bay Point Women's Club and Girl's Inc just to name a few. In the summer when she attends the Pilot International Conference, she is known to drive – meaning she has driven across country and dipped her toes in the Pacific on her way to Las Vegas, and toured the eastern area of Canada on her way to Montreal! When having some down time, she enjoys her "Lovebug's" cooking and taking time to travel for fun.
Raymond James is not affiliated with the above organizations and/or charitable causes.