Beverly Shanley

Client Services Associate | beverly@assetallocationadvisors.com

what do you love most about being part of Burton enright Welch?

The environment feels warm, welcoming, and very inclusive of all team members.

I'm also impressed with how much technology we use at BEW. I really enjoy the challenge of integrating new practices and discovering new and improved ways to complete tasks and service clients. I'm excited by the many opportunities for personal growth and development that I see.

What quality of Yours Makes you Best-Suited to What You do?

I have a keen attention to detail. When faced with a complex situation, I have the ability to break it down into smaller, easier-to-handle pieces, and come up with a solution. My main goal in every situation is to ensure that clients receive great service and their important needs are properly taken care of.

What Work Did you do before BEW?

I have been in client services for over 30 years. I started with AT&T (Pac Bell at the time) and then went into the legal field. In 1980, I started with my first investment advisory firm and have remained in this field ever since.

what Do You Like To Do Outside of Work?

Outside of work, my family is most important to me. I cherish the time I spend with my children, grandchildren, husband, and friends.

I enjoy cooking, gardening, birding, and hiking. So far, the hardest hike I have done is the Flume trail in Tahoe. I have a personal goal of one day hiking from the South Rim to the North Rim of the Grand Canyon.