Bev Bouchard
Chief Operations Officer
Over twenty years in financial services — leading operational strategy, client service, and business processing, and quietly making sure the work everyone sees is built on a foundation that actually holds.
Operations, service, and the steady hand that keeps it all moving
As Chief Operations Officer, Bev leads the firm's operational strategy, client service initiatives, and business processing functions. With more than two decades of financial services experience and FINRA Series 24, 7, 4, 51, and 66 licenses, she is dedicated to creating efficient systems and delivering an exceptional client and advisor experience.
Drawing on her background in Commercial Art, Bev brings both analytical and creative perspectives to operational excellence, helping the firm scale while maintaining a high-touch service culture.
A little more about Bev
The work matters — but so does the life around it. A few quick answers that give a little more sense of who Bev is when she's not running operations.
What's the greatest lesson you've learned in life thus far?
Don't step over a dollar to pick up a dime. Life is full of ups and downs, so always be prepared for both.
If you could have any one superpower, what would it be?
Invulnerability—think Luke Cage. I'd like to stay in the game as long as possible.
Something unrelated to work that you love doing?
Spending time on Florida's waters, taking car rides with my miniature dachshund, Buddy, participating as a Brigit in the Krewe of St. Brigit, and making memories with family and close friends.
Favorite food?
Maryland crab cakes from G&M Restaurant in Baltimore. In my opinion, they're impossible to beat.
#1 song on your playlist?
That's a tough one because every song on my playlist is a favorite, but I'd have to go with "Rock of Ages" by Def Leppard. Close behind is "The Boys of Summer" by Don Henley.
