Beverly is indispensable to our team due to the many important roles she plays in the functioning of our office. She works with client support, investment research and special projects, and is also responsible for accounting, income taxes and overall office management. She holds Series 7 and Series 66 securities licenses and is a member of the branch’s investment committee.
Before Beverly joined Raymond James in 1994, she worked in the human resources and accounting fields. She earned a Bachelor of Science degree in business and an MBA from DePaul University in Chicago.
Active in her church, she has served as president of SS. Cyril & Methodius Mothers’ Club, Parish Council and School Board. In her free time, Beverly enjoys golf and reading. She is a member of two book clubs.