Blog - Latest News
Beverly A. DeStefano

Beverly A. DeStefano, CFP®, CWS®

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

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."

"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."

"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."

Resources