With the knowledge that comes with more than 17 years of experience in the financial services industry, Beverly helps investors navigate the myriad of available investment options with comprehensive service and a personal commitment.

From financial planning to comprehensive portfolio management, Beverly makes recommendations 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 Specialist™ designation in 2016. In 2021, Beverly obtained her Certified Plan Fiduciary Advisor™ designation as well.

When not working, Beverly enjoys keeping busy with volunteering. Some of the non-profits she currently works with includes Pilot International as Executive Committee Representative, her local county shelter fostering cats, and Girl’s Inc just to name a few.