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Beverly Amon, FSA, CFA

Beverly Amon, FSA, CFA

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 18 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 is a past member of the Leadership of Greater Hartford and has served on the board of directors for Cedar Hill Cemetery and Foundation.

Beverly lives in Glastonbury with her husband, Chris, and their children.