As a Financial Advisor, Beverly and her team work directly with individuals, couples and business owners to provide personalized advice and financial service solutions based on individual needs, goals and objectives with emphasis on retirement planning.
In 1999, Beverly began her financial services career as a Financial Advisor with Morgan Stanley. Since then, she has used her industry expertise in several client service roles including Financial Advisor, Operations Manager and Banking Officer. Beverly is passionate about educating clients on personal finance and guiding them to understand options for achieving their financial goals.
Beverly is a graduate of Marymount Manhattan College. She earned a CERTIFIED FINANCIAL PLANNER™ certification through the CFP Board and a Registered ParaplannerSM designation through The College for Financial Planning. She holds FINRA Series 7 and 66 registrations and State Life & Health insurance licenses.
For the past twenty years, Northern Virginia has been home to Beverly. In her free time, she enjoys spending time with family and friends as well as living a healthy and active lifestyle. Some of her other interests include gardening, travel and exploring new places in the region.
Beverly is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. 2004507 2-2018