Beverly Thom

Director of Client Engagement

Domicile State: NC

With a passion for problem-solving and a background in professional association management, I bring over a decade of experience to my role as Director of Client Engagement at Creative Wealth Management Group. Since joining in January 2023, I've focused on guiding our clients towards financial security and prosperity.

In my current capacity, I oversee the protection division of our business, coordinate speaking engagements, and manage administrative tasks for financial strategies. My goal is simple: to provide our clients with confidence, knowing their finances are well protected and expertly managed.

I am committed to delivering exceptional service and expertise to our clients. My vision is to exceed our clients' expectations at every turn, ensuring they feel confident in their financial futures, as I allow God to guide my steps.

Originally from Trinidad and Tobago, my family and I now call Lexington, NC home. Outside of work, I enjoy spending time with my family, traveling, and indulging in karaoke and dancing.

Phone 336-281-8194
Fax 336-829-5304
Mobile Phone 980-414-0754