Beverly DeVeny | Ed Slott and Company, LLC

Beverly DeVeny

Chief IRA Analyst
Director of Retirement Education

As the Director of Retirement Education, DeVeney is the Chief IRA Analyst with Ed Slott and Company, LLC. she provides advice and assistance to financial advisors with client questions and developing planning strategies. She is a technical editor of Ed Slott’s IRA Advisor, a monthly IRA newsletter and was a technical editor of Ed Slott’s books, Your Complete Retirement Planning Road Map (Ballantine Books; 2007), Parlay Your IRA Into a Family Fortune (Viking; 2005) and The Retirement Savings Time Bomb… and How to Defuse It (Penguin; 2012). 

DeVeny regularly educates and presents to thousands of financial advisors, financial firms, insurance agents, CPAs, and attorneys, including members of Ed Slott’s Elite IRA Advisor Group℠, an invitation only group whose members are the nation’s leading IRA advisors. She also creates retirement course manuals and training programs for financial advisors and financial institutions throughout the country.

DeVeny has coauthored articles in Retirement Planning magazine and the Boston Business Journal and has addressed the American Institute of Certified Public Accountants Retirement Conference, the Connecticut Society of Certified Public Accountants, the New Jersey Bankers Association, Financial Management and Trust Division, AIG Advisors Commitment to Education Conference and Oppenheimer Funds. 

Prior to joining Ed Slott and Company, DeVeny was a Retirement Plans Specialist with The Private Bank at Bank of America and its predecessor banks, Fleet and BankBoston.  

Interested in having Beverly at your next event?
Call (800) 663-1340 or contact us today!


 

Interested in having Beverly at your next event?

Call (800) 663-1340 or contact us today!

 

 

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