Beverly Jimenez is dedicated to building personal and professional relationships with clients while supporting the needs of the financial advisors. She is a brokerage assistant who helps anticipate and address client needs such as: opening new accounts, processing distributions, contributions, and registration changes.
Prior to joining Pentas Wealth Management and Raymond James Financial Services, Inc. Beverly worked with Edward Jones as a Senior Branch Administrator for 25 years. She provided beyond excellent customer service with continuous coverage of the branch during transitions of four financial advisors with negligible client loss due to the high level of customer satisfaction.
Beverly is a member of Heritage Church and is a board member for Yours Lord, Inc. She has traveled to Peru, Moldova, and Mexico for mission trips. She has also traveled to many taekwondo tournaments as she practiced for 10 years and her husband is the owner of Seo’s Taekwondo Martial Arts School.
Beverly loves going to Laguna Beach, Florida with her husband, three children and their spouses, and four grandsons.
Raymond James is not affiliated with any of the organizations mentioned above.