Beverly Anzelmo

Bev Anzelmo has joined our team as a Registered Client Associate. She has both her Series 7 and 63 licenses with LPL Financail and has over 16 years of industry experience. Prior to working in the financial industry, she worked almost 25 years in the corporate offices of a nationwide retail/grocery chain. She worked in the accounting departments for over 19 years and then transferred out to AZ as an Administrative Assistant to the merchandising departments where she loved working with the vendors and store personnel.

Bev grew up in the Chicagoland area and moved to AZ for her company, but after 22 years in AZ she missed the seasons and wanted a change. She moved here in 2018, with her dog Sammy (who has since passed on), to enjoy our Spring, Summer, Fall and, yes, Winters. Bev enjoys reading, painting, watching the Red Sox and Bruins, though she still has a soft spot for the Cubs & Blackhawks. Smoky, a Cornish Rex cat, has been adopted by Bev and has brought her great joy this last year.

Bev recently passed the tests and has become an Enrolled Agent of the IRS, where she can help clients with their tax needs and enjoys interacting with clients and helping them achieve their financial and retirement goals.