Beverly Jimenez is a Client Services Associate who is dedicated to building personal, professional relationships with clients while supporting the needs of the financial advisors at Pentas. She tries to anticipate and meet various client needs like opening new accounts, processing distributions, contributions, and registration changes. She aims to inspire trust and confidence by delivering exemplary and efficient client service.
Before joining the Pentas Wealth Management and Raymond James Financial Services, Inc. teams, Beverly worked with Edward Jones as a Senior Branch Administrator for 25 years. She continually provided excellent client service with complete coverage of the branch during transitions of four financial advisors with minimal client loss due to the high level of client satisfaction.
To learn how Beverly gives back to her community, see Giving Back.