D: 205.769.3261 | F: 205.979.6313
2500 Acton Road | Birmingham, AL 35243
Beverly has been employed with Warren Averett since 1993 and is a Member in the Firm’s Estate and Trust Service area. She currently works in the Firm’s Birmingham and Huntsville offices. She is very active in promoting and supporting philanthropic and charitable giving activities within her community. Beverly specializes in estate taxation, fiduciary taxation (trust tax), transfer taxation (gift tax), individual taxation for high net worth individuals, estate and income taxation planning. She has extensive experience with closely held businesses and nonprofit businesses. Beverly serves on several not-for-profit organization advisory boards and participates in various community-based programs.

Education

Bachelor of Science in Accounting University of Alabama, Tuscaloosa, AL

Bachelor of Arts in Psychology Minor in Sociology University of Alabama, Tuscaloosa, AL

Professional Affiliations

  • National Association of Estate Planners and Council
  • Birmingham Estate Planning Council
  • Alabama Planned Giving Council, Board Member 2003-2008
  • American Institute of Certified Public Accountants
  • Alabama Society of Certified Public Accountants

Community Involvement

  • YWCA, Board Member
  • REMY Fund, Board Member, 2011 - Present
  • Hand In Paw, Board Member, Past Member
  • The Community Foundation of Greater Birmingham, Professional Advisors Board, Past Member
  • The University of Alabama Planned Giving Advisory Council, Past Member

Ask Me About

  • Estate Planning for individuals with high net worth or working with a family group on their planning
  • Ways to help your business survive to the 3rd generation
  • Ways to best provide a legacy to your favorite charities (including educational institutions)
  • How working in Breckenridge, Colorado got me started in my career as an accountant
  • My first degree in college and how I use it in my job everyday