Serving and developing relationships with clients of Kraft & Mallory Private Wealth Group is what Beverly Guthrie enjoys most about her career. While every day is different, Beverly’s responsibilities include administrative duties for client portfolios such as opening new accounts, updating account information, managing account and asset transfers, and executing trades. Bringing more than 35 years of financial services experience to the team, she strives to ensure that clients’ administrative and operational needs are handled professionally, accurately, and quickly while meeting regulatory and compliance requirements. With her experience and knowledge, Beverly enjoys serving as a primary resource to answer clients’ questions.

Beverly is a proud graduate of Virginia Commonwealth University with a Bachelor of Arts in Psychology.

Beverly has been married to her husband for over 30 years and has two adult children. They enjoy traveling and being outdoors, especially hiking in the mountains and exploring nature.