Beverly Walter, MBA, CFP^®

Beverly Walter joined Brown & Tedstrom, Inc. in September, 2005, as a Client Relationship Manager.  Prior to joining the firm, she worked with Charles Schwab for 11 years helping active traders, serving the day-to-day financial needs of ultra high net worth clients, as well as providing investment advice.   Smart and experienced with a down-to-earth style, Bev has a special way with the clients she works with by helping them break down complicated issues into understandable chunks of information.

Ms. Walter holds a BA in Zoology from the University of California at Berkeley and an MBA in Finance from Santa Clara University.  She became a CERTIFIED FINANCIAL PLANNER™ professional in 2003 and holds Series 7, 63 and 66 licenses.

A California native, she has adopted Colorado as her own and takes advantage of the active lifestyle Colorado offers.  An avid skier you will find Bev almost every winter weekend on a slope somewhere in the Rocky Mountains.  Summer finds her biking, hiking and camping all over the West, with husband, Jim.

Credentials:

• CERTIFIED FINANCIAL PLANNER™ designation, 2003
• MBA, Finance, University of Santa Clara, Santa Clara, CA
• B.S., Zoology, University of California, Berkeley, CA
• Series 7, 63 & 66 registrations, held with LPL Financial