When one grows up on a small farm you learn how to work hard, pitch in wherever needed, nurture, and manage time effectively. Beverly Hurley taps into all of these skills in her role as Director of Client Engagement of Brix Partners. She works with clients and prospects at each phase of our distinct five-step wealth management plan with a particular focus on executing the components of each plan and providing quality service and support throughout their relationship with our firm.
Part of the multigenerational history that makes up Brix Partners, Beverly is an important resource for ensuring clients have the high-quality experience they deserve throughout their relationship with Brix Partners. Her expertise in successfully selling to and serving clients has given her a hands-on knowledge of the value they place on the underwriting and policy placement processes and makes her acutely qualified to meet the demands of her position.
Beverly began her career working in the tax department of Greater Media. She later moved to Beatrice Foods where she handled tax reporting as well as the preparation of complex corporate tax returns. Beverly then went on to run her own book keeping business working closely with her business owner clients while raising her children.
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Brix Partners is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000