Beverly Amon specializes in asset-liability management and multi-generational wealth transfer for affluent individuals and families.
Beverly is a Fellow of the Society of Actuaries (FSA) and a Chartered Financial Analyst (CFA) charterholder with over 25 years of experience in the financial industry. Combining her actuarial skills and financial expertise, Beverly works to develop and implement personalized financial plans for her clients which integrate their unique goals and circumstances while also mitigating risks. Beverly strongly believes in education and communication so that her clients fully understand the choices available to them.
Beverly lives in Glastonbury with her husband, Chris, and their four children.