Beverly A. DeStefano

Beverly A. DeStefano, CFP®, CWS®

Managing Director, Sr. Partner
Phoenix, AZ

Beverly DeStefano is a managing director for the Private Wealth division and senior partner of Blue Trust and serves her clients out of the office in Phoenix, Arizona.

As managing director, Beverly oversees the day-to-day operations, growth, and expansion of the branch office in Phoenix, Arizona. In addition to her leadership role, she works with individuals, families, and businesses, using her objective perspective to help them make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help clients focus on the things that matter most to them. Beverly and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Before serving as the managing director, Beverly was the operations manager for the Phoenix office. In that role, she provided leadership, direction, and accountability to ensure the Phoenix office’s harmonious and successful internal operations. She has been a valued Blue Trust family member for over 22 years.

Beverly earned her BS degree from the University of Missouri and is a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®).

Beverly is involved with Pinnacle Forum as a member of the Women of Business group. She currently is an active mentor to women seminary students pursuing higher educational goals at the seminary.

Beverly attends her local church in Chandler, Arizona. She has two adult children and two grandchildren. In her spare time, Beverly loves to hike, garden, and spend lots of time with her children, grandchildren, and large extended family.

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE