Beverly Anders

Client Service Associate

Beverly Anders is a Client Service Associate for Wescott, overseeing all administrative activities relating to the custodians where client’s financial assets are held.  This includes account maintenance and openings, asset transfers and addressing client needs with respect to their accounts.  She also supports Wescott’s financial advisory team with client requests and matters.

Prior to joining Wescott, Beverly was the administrative assistant to Sean Roberts with Asset Planning Services, Ltd. (APS).

She received her Financial Paraplanner Qualified Professional (FPQP™) designation from the College for Financial Planning.

Beverly resides in Souderton, Pennsylvania.

 

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