Beverly Avera

Beverly Avera

Registered Operations Coordinator

Phone: (229) 293-1125
Fax: (229) 293-1126
E-mail:
 

Beverly has 20 years of experience in the financial services industry and has been with Stifel since 2010.  She has previously served as a manager in the industry for five years and held the roles of Operations Manager and Complex Admin Manager.

Beverly is responsible for overseeing all of the group’s administrative and operational activities. She helps to develop, communicate, and implement procedures to best meet the logistical and administrative needs of clients and team members. Beverly serves as a liaison between financial advisors, support staff, and branch management, keeping all apprised of the status of projects and proactively communicating any follow-up issues and next steps.

Beverly graduated from Valdosta State University and received her Bachelor’s of Business Administration in Finance.  Her professional licenses include Series 7 (General Securities Representative), Series 63 (Uniform Securities State Agent), Series 66 (Investment Advisor Representative), and Series 9 and 10 (General Securities Sales Supervisor). She is a life-long resident of the South Georgia area and is married to Stuart Avera.