Beverly B Arias, Crpc®
About Beverly B Arias, Crpc®
Beverly B. Arias, CRPC®, serves as the Sales Manager at Transamerica Advice Center in St. Petersburg, Florida, a position she has held since 2017. With a diverse background in financial services, she has previously held roles at Wells Fargo Advisors, Merrill Lynch, Morgan Stanley, PNC Investments, and Ameritas Investment Corp.
Work at Transamerica
Beverly B Arias currently serves as the Sales Manager at Transamerica Advice Center. She has held this position since 2017, contributing to the organization for over seven years. In her role, she focuses on sales management and client advisory services, utilizing her extensive experience in the financial services industry.
Previous Experience in Financial Services
Before joining Transamerica, Beverly B Arias held several significant positions in the financial services sector. She worked at Wells Fargo Advisors as a Vice President and Advisory Consultant from 2005 to 2009. Following this, she served as an Assistant Vice President and Financial Solutions Advisor at Merrill Lynch from 2011 to 2014. Additionally, she was a Financial Advisor at Morgan Stanley Smith Barney for one year in 2010-2011 and held the position of Assistant Vice President at PNC Investments from 2014 to 2017.
Early Career at Ameritas Investment Corp.
Beverly B Arias began her career in financial services at Ameritas Investment Corp., where she worked as Vice President of Sales & Marketing and was an elected officer from 2001 to 2004. This role laid the foundation for her subsequent positions in the industry, allowing her to develop essential skills in sales and client management.
Education and Certifications
Beverly B Arias holds the Chartered Retirement Planning Counselor (CRPC®) designation, which signifies her expertise in retirement planning. This certification complements her extensive experience in financial advisory roles across various institutions.