Beverly A. DeStefano, CFP®, CWS®
Sr. Private Wealth Advisor - Ops. Mgr., Sr. Partner
Phoenix, AZ
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Beverly DeStefano is a senior private wealth advisor for the Private Wealth division and senior partner 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.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
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.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.