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Jim Beverley, CLU, ChFC, CFP®

Financial Advisor

jbeverley@partnerswealth.com

Photo of Jim Beverly 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.

Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA-SIPC. Partners Wealth Management is a member of PartnersFinancial, an affiliate of NFPSI. Partners Wealth Management and NFPSI are not affiliated. NFPSI does not provide tax or legal advice. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all members of Partners Wealth Management offer securities or investment advisory services.