Our team
CLIENT SERVICE ASSOCIATE
Rooted in close to three decades of client service experience in the financial industry, Beverly is known for her dedication, reliability, and commitment to building lasting relationships.
Beverly supports both clients and financial advisors by managing account openings, processing contributions and distributions, handling registration updates, and ensuring a seamless client experience. Prior to joining Pentas, she spent 25 years with Edward Jones as a Senior Branch Administrator. There, she maintained continuity and client trust and satisfaction through multiple advisor transitions, consistently delivering high-quality service that minimized client loss.
Outside of work, Beverly is deeply committed to her church and cherishes time with her family—especially her grandsons, who bring her the greatest joy.