Beverly DeStefano is a senior 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 office, Beverly provides leadership, direction, and accountability to ensure the harmonious and successful internal operations of the Phoenix 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 BS degree from the University of Missouri and is a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®).
Beverly attends her local church in Chandler, Arizona. She has two adult children and two grandchildren. In her spare time, Beverly loves to hike, garden, and spend lots of time with her children, grandchildren, and large extended family.
"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."
Jim & Norma W.Lake Elsinore, CA
"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."
Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity
"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."
President & CEO of a large privately owned companyDagsboro, DE
https://www.ronblue.com/wp-content/uploads/2022/04/AdobeStock_225478883-scaled.jpeg17072560Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-06-29 08:45:542022-06-10 11:42:49Enhancing Business Value
https://www.ronblue.com/wp-content/uploads/2022/04/wisdom-for-business-logo.jpg975975Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2022-06-28 08:45:442022-06-08 12:50:12Q & A With the Business Team
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
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