Beverly Rodrigue, CFP®, CRPC®
Bev manages a number of client relationships at North American Management, working closely with them to design and implement customized financial plans and estate plans. She also oversees the financial planning program.
Prior to joining the firm in December 2018, she was with Lake Street Advisors, where she served as a senior financial planner and relationship manager for a significant number of families. Before that, she was a wealth advisor and senior registered client associate at Morgan Stanley and Merrill Lynch in Boston.
A graduate of Thomas College, Bev holds an MS in Financial Planning from the McCallum Graduate School of Business at Bentley University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC®), and a member of the Boston Estate Planning Council (BEPC).
Bev enjoys scuba diving, cheering for the Boston Bruins, and traveling to her home state of Maine to go lobster fishing.
Bev manages a number of client relationships at North American Management, working closely with them to design and implement customized financial plans and estate plans. She also oversees the financial planning program.
Prior to joining the firm in December 2018, she was with Lake Street Advisors, where she served as a senior financial planner and relationship manager for a significant number of families. Before that, she was a wealth advisor and senior registered client associate at Morgan Stanley and Merrill Lynch in Boston.
A graduate of Thomas College, Bev holds an MS in Financial Planning from the McCallum Graduate School of Business at Bentley University. She is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Retirement Planning Counselor (CRPC®), and a member of the Boston Estate Planning Council (BEPC).
Bev enjoys scuba diving, cheering for the Boston Bruins, and traveling to her home state of Maine to go lobster fishing.
