When one grows up on a small farm you learn how to work hard, pitch in wherever needed, nurture, and manage time effectively. Beverly Hurley taps into all of these skills in her role as Chief Operating Officer of Brix Wealth Management.
Beverly oversees internal operations emphasizing efficiency and accuracy on all fronts. Her experience successfully selling and serving protection products has given her hands-on knowledge of the client underwriting and policy placement process. She works with clients and prospects at each phase of Brix’s distinct five-step wealth management plan with a particular focus on executing the components of each plan and providing quality service and support throughout their relationship with Brix.
Beverly began her career working in the tax department of Greater Media. She later moved to Beatrice Foods where she handled tax reporting as well as the preparation of complex corporate tax returns. Beverly then went on to run her own book keeping business working closely with her business owner clients while raising her children.
Part of the multigenerational history that makes up Brix Wealth Management, Beverly currently serves the firm’s Chief Operations Officer, overseeing the administrative journey from prospect to client. She is as a primary resource for guiding clients through the account opening process and ensuring that they have the high-quality experience they deserve throughout their relationship with Brix.
Beverly Hurley is licensed and registered to offer products and services in New York. Licenses and registrations will vary. Domiciled in New Jersey.
Check the background of your financial professional on FINRA’s BrokerCheck
The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation
We are licensed and registered to offer products and services in multiple states. Licenses and registrations will vary by representative. Please contact this office for further information.
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Brix Wealth Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6 corporate Drive, Shelton, CT 06484, Tel: 203-513-6000