Jim Beverley, CLU, ChFC, CFP® is a financial advisor with Partners Wealth Management. Jim began his career in 1996, providing comprehensive planning and wealth management services to individuals, business owners, and executives. Jim's purpose is to empower clients by eliminating conflicts of interest, taking the time necessary to understand each client's financial situation and educating clients on the solutions available to help accomplish their objectives.
Jim's experience in the financial planning field has earned him membership in the Million Dollar Round Table, an international organization of elite financial service professionals.
With an MBA from Benedictine University in Lisle, IL, Jim concentrated in organizational behavior and organizational development. He earned his Bachelor of Science degree from Northern Illinois University, DeKalb, IL.
Jim is licensed as a Registered Representative and Investment Advisor Representative of NFP Securities, Inc., holding his Series 7: FINRA General Securities Representative, Series 63: FINRA Uniform Securities Agent & State Law Examination, and Series 65: FINRA Uniform Investment Advisor Law Examination licenses.
He serves as the president of the board of trustees at the Four Winds Waldorf School in Warrenville, IL.