D: 205.769.3261 | F: 205.979.6313
2500 Acton Road | Birmingham, AL 35243

Beverly has been employed with Warren Averett since 1993. Beverly serves as a leader for the Firm’s Estate & Trust Service Area. Her public accounting experience has been primarily in the areas of estate, gift, trust and individual taxation, financial reporting and taxation for closely-held and not-for-profit businesses, and financial planning for individuals. Beverly is very active in promoting and supporting philanthropic and charitable giving activities within her community. She 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

  • Birmingham Estate Planning Council
  • Birmingham Tax Forum
  • Alabama Planned Giving Council, Board Member 2003-2008
  • The University of Alabama Planned Giving Advisory Council
  • The Community Foundation of Greater Birmingham, Professional Advisors Board
  • American Institute of Certified Public Accountants
  • Alabama Society of Certified Public Accountants

Community Involvement

  • Hand In Paw, Board Member, 2011 – Present
  • REMY Fund, Board Member, 2011 – Present

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
  • Why Hand In Paw and other animal organizations are close to my heart
  • My first degree in college and how I use it in my job everyday