In 1986, Beverly joined Commercial Bank and opened the LPL Financial program. With more than three decades’ tenure, Beverly has extensive experience assisting her clients set and pursue financial objectives. She believes a personal relationship is paramount to fully understanding your needs, your hopes, your dreams. That knowledge determines the planning and customization of a strategy based on financial goals. The personal relationship, ongoing education, guidance and excellent customer service are hallmarks of her investment management. She has extensive experience in asset allocation, retirement income planning and advisory services.
She is a graduate of the University of Tennessee, Martin, TN. Beverly holds series 7, 24, 63, and 65 licenses through LPL Financial, as well as the Tennessee Life and Health Insurance license.
Her community involvement includes past Vice Chairman of the Henry County Medical Center Board of Trustees, past board member of the local Chamber of Commerce, past member of the Paris-Henry County Heritage Center investment committee, past board member of the Henry County Food Bank and past member of Paris Quota Club. She is a member and Elder of First Presbyterian Church where she serves on the Budget and Finance Committee.