Title: Senior Client Service & Training Manager
With over 20 years of experience in the brokerage, insurance and financial service industry, Misty is the senior client services manager in the Firm’s Virginia Beach office. She works alongside Kevin Shea and Jeffery Gump as a liaison to ensure seamless coordination of the services Cherry Bekeart Wealth Management offers to its financial/ estate planning, insurance and investment clients. Misty is the main point-of-contact for clients and takes great pride in cultivating positive client relationships. She enjoys and values the opportunity to work with each client on their own unique journey to achieving and fulfilling their financial goals.
Misty works together with Administrative Service/ Support, Client Service Managers, the Investment Operations Manager and Compliance to achieve effective communication. She has an ongoing dedication and commitment to implement and maintain the high consistent standards of Operations within Cherry Bekaert Wealth Management.
Specialties/Areas of Expertise
- Elder Law
- Estate Administration
- High Net Worth Individuals
- Insurance, Long Term Care, Annuities
- Personalized Customer Service