Chief Operations Officer

Bev Bouchard

About Bev

Bev oversees the flow of new business, client service, and office management. She has over 20 years of experience in financial services. She holds her FIRNA Series 24, 7, 4, 51 and 66 licenses. In addition, she holds her degree in Commercial Art and consults with the practice management and operations team to bring an elite level of service to our clients.

What’s the greatest lesson you’ve learned in life thus far?

Don’t step over a dollar to pick up a dime. Everything in life has ups and downs, always be prepared for either way.

If you could have any one super power, what would it be?

Invulnerability (Luke Cage) so I can stay in the game.

What is something unrelated to your job that you love doing?

Spending time on the Florida waters, car rides with my weiner dog, being a Brigit in the Krewe of St. Brigit and spending the most time I can with my family and close friends.

What is your favorite food?

Maryland Crab Cakes from G&M in Baltimore, MD. Nothing better!

What is the #1 song on your playlist?

All of the songs on my playlist are #1, but I would have to go with “Rock of Ages” by Def Leppard followed by the entire album and then “Boys of Summer” by Don Henley. Reminds me of summers at Ocean City, MD.

Disclosures

The information provided is derived from sources deemed to be reliable. It is not intended as tax or legal advice, which we do not provide. Please consult legal or tax professionals for specific information regarding your individual situation.
The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security, which may only be sold by individual recommendation.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
We are registered to sell securities in the following states:*
Alabama, Arizona, California, Colorado, Connecticut, DC, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Jersey, New Mexico, Nevada, New York, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington.
We are licensed to sell Insurance products in the following states:*
Alabama, Colorado, Florida, Georgia, Idaho, Illinois, Kentucky, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.
* State securities registration and insurance licensing varies by affiliated advisor and representative.
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NextPhase™ is a retirement program offered exclusively through Advisor Group, which owns our broker-dealer, Royal Alliance Associates.
MyStages® is a consumer financial wellness program by Signature Financial Solutions, LLC.
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1511 N Westshore Boulevard
Suite 1100
Tampa, FL  33607
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