Beverly has been in the financial services industry since 2005. As an Administrative Paraplanner her primary responsibilities include providing operational support, processing administrative tasks and providing the highest quality client experience. Her 13 years of experience have enabled her to develop a strong understanding of the industry’s policies and procedures. In 2012 she earned the right to use the Financial Paraplanner Qualified Professional (FPQPTM ) designation (previously known as Registered Paraplanner RP ®) and successfully passed the Series 7 and 66 prior to leaving UBS Financial Services this past year.
Beverly is married with 2 daughters and 1 grandson. In her free time she enjoys spending time with her family and traveling to Disney and the beach.
Wounded Warrior Project