Support Team Profile
Bev began working as an Administrative Assistant in 1992, when AXA Advisors was formerly The Equitable. She has worked with the same core group of professionals within Wealth Management Strategies over the years. Bev is currently working as the administrative support to the partner team of Daniel Venegas and Erica Sylvia, who focus on 401(k) and life insurance sales. Beverly has developed a trust with their clients and is always available to answer their questions.
Beverly is also a licensed insurance agent and experienced in corporate benefits, working with her team to cover all aspects of employee benefits. Beverly provides administrative support and does not offer investments or insurance.
She attended Roger Williams University and the University of New Haven, earning a Bachelor of Arts degree, and the Interior Design Institute.
Bev enjoys volunteering at the American Legion and racing sailboats throughout Southern California.
B.A. University of New Haven – West Haven, CT
Licenses & Certifications
Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.