Client Relationship Manager for Retirement Plans
Beverly Klepper believes the greatest gift to give clients is the confidence that comes from financial stability. That is why she has taken on the role of Client Relationship Manager for Retirement Plans at Northeast Sequoia Private Client Group. She uses her specialized communication skills to build a good rapport with clients and case managers.
Before working at Northeast Sequoia Private Client Group, Beverly attended Fordham University for graduate studies after completing her undergraduate degree in Journalism. Most recently, she served as the marketing and sales lead in a senior healthcare community. Beverly is new to the financial services industry and has relished the knowledge that the firm's services positively impact clients' lives. She has accumulated extensive client service experience and enjoys the challenge of tailoring solutions to each one's unique needs.
Beverly is a believer in feeding both body and soul. She runs and practices yoga and wholeheartedly enjoys a good laugh.
Beverly Klepper offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.