Beverly DeStefano is a managing director for the Private Wealth division and senior partner of Blue Trust and serves her clients out of the office in Phoenix, Arizona.
As managing director, Beverly oversees the day-to-day operations, growth, and expansion of the branch office in Phoenix, Arizona. In addition to her leadership role, she works with individuals, families, and businesses, using her objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help clients focus on the things that matter most to them. Beverly and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Before serving as the managing director, Beverly was the operations manager for the Phoenix office. In that role, she provided leadership, direction, and accountability to ensure the Phoenix office’s harmonious and successful internal operations. She has been a valued Blue Trust family member for over 22 years.
Beverly earned her BS degree from the University of Missouri and is a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®).
Beverly is involved with Pinnacle Forum as a member of the Women of Business group. She currently is an active mentor to women seminary students pursuing higher educational goals at the seminary.
Beverly attends her local church in Chandler, Arizona. She has two adult children and two grandchildren. In her spare time, Beverly loves to hike, garden, and spend lots of time with her children, grandchildren, and large extended family.
