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Beverly A. DeStefano, CFP®, CWS®

Sr. Private Wealth Advisor - Ops. Mgr.
Phoenix, AZ

Beverly DeStefano is a Sr. Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves her clients out of the office in Phoenix, Arizona. Additionally, Beverly serves as the Operations Manager for the office.

As an experienced wealth advisor to individuals, families, and businesses, Beverly uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Beverly and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

As Operations Manager for the Phoenix branch, Beverly provides leadership, direction, and accountability to ensure the harmonious and successful internal operations of the Phoenix branch office.

Beverly is involved with Pinnacle Forum as a member of the Women of Business group. She currently is an active mentor to women seminary students pursuing higher educational goals at the seminary.

Beverly earned her Bachelors of Science degree from the University of Missouri and is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant and a Certified Wealth Strategist® (CWS®).

Beverly attends her local church in Chandler, Arizona. She has two adult children and her first grandchild and lives in Chandler, Arizona.


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