Value Proposition

Beverly founded what is now Crew Financial Collective® in 2009 to  expand the practice begun with her original Atlanta, Georgia firm.  She says that one of her best moves was aligning with  Commonwealth Financial Network®  in 2017 and tapping into their vast resources for her clients. 

 In  the past several years, Beverly has had a lot of fun marrying her  passion for working with her clients with her passion for writing and  speaking about  it, and was asked to contribute to the Wall Street Journal's MarketWatch commentary podcasts, serve on American Funds Voice of the Advisor panel, and write articles on practical money matters for Golden Isles   Magazine, as well as put out a monthly e-newsletter for clients and   friends.  She's been interviewed by Golden Isles  Magazine, The  Brunswick News, and OurNetNews, and has spoken to professional groups as  well as private investment groups.

After  serving on the boards of the Glynn Art Association, The Remedy Project,  and  as Teaching Director for The Arrow Factory Bible Study;  and being  active in the Symphony Society, a great two years on the board  of the  Literary Guild came to an end, and she was honored in early 2019  to be  asked to serve on the board of Skylark, which is the new iteration  of  CareNet Pregnancy Center.  "I had served as chair of the Child in  Crisis Committee for the St. Simons Island Rotary Club for about 10   years, so am happy to be back in harness with an organization that is  similarly hands-on in doing such practical work to help women in a tough  time in their lives."

Our firm values giving  back as well, so we've been a proud patron and  sponsor of the 2017,  2018 & 2019 Wine, Women & Shoes event at  Sea Island, which is even more fun than it sounds, benefiting Hospice of  the Golden Isles.   "My dad and so many friends received huge comfort  from Hospice's  wonderful kindness at the end of their lives, so that's  been a privilege  to try to help pay it forward for the benefit of  somebody's else's dad  and loved ones."  Beverly says, "When I'm not  coming up with new things to do to my house, I just might be found  somewhere along the Black  Banks River acting as gondolier in my kayak  for her Pomeranian,  whose life we should all be so lucky as to  have." 

Think tip of the iceberg.  Crew Financial Collective® is a single door opening to a powerful network working below the surface to get you to great. Through our association with Commonwealth Financial Network®, our Collective includes teams deep in Investment Management and Research, financial and estate planning, industry leading technology, and more.  As our broker/dealer, Commonwealth has 40 years in business and  total account assets of about $161 billion*, with the depth of infrastructure so key to getting you to great.    *As of 12/31/2018