Beatrice brings an exceptional record and reputation to Upward Wealth Group. As a financial Professional, for the last 15 years, Beatrice’s mission has been to help her clients make informed decisions about all the financial issues that may affect them, their family, or their business.
She serves her clients by providing them with the knowledge, resources, financial products and investment services that are designed to meet their present and future needs.
Beatrice is a proud life-long Floridian. She holds a Bachelor’s of Science in Finance from Florida Atlantic University and is currently capping off her Certified Financial Planner’s designation.
Prior to entering the Financial Services business Beatrice worked as an accountant for 6 years. For the past 15 years, she has enriched the lives of her clients through long term relationships based on trust, dedication, and respect.
Beatrice currently lives with her family and her two dogs in Palm Beach County. She enjoys films, reading, and serving the community.