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Samantha Beverley, Managing Partner

A graduate of Cornell University, with a Bachelor of Science in Strategic Management, Samantha has successfully obtained her FINRA Series 7 and 66 securities registrations.


2020 UHC Premier Producer

2020 Humana Premier Producer

2019 UHC Premier Producer

2019 Masters Council

2019 National Life President's Club
2018 Winner -
National Life Ethan Allen Award for Outstanding Achievements
2018 Masters Council
2018 Million Dollar Round Table
National Life President's Club
National Life President's Club
National Life Premier Producer Group

2016 Winner - Rising Leaders Award
2016 Winner - Rookie of the Year

2016 President - Irvington, NY Chamber of Commerce

2016 Board of Directors - Kennedy Children's Center, Bronx, NY & NYC 


*All memberships and awards are based on sales critera.


To schedule a complimentary consultation with Samantha, 

please contact her at:



Samantha Brandon Beverley is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CT, NJ and NY. She is also insurance-licensed in CO, CT, FL, ME, MO, MI, NJ, NY, RI, SC, TN, TX.



Aaron Beverley, Managing Partner


I help bridge the gap between where you are, and where you want to be. I  help my clients achieve long-term financial security through the use of  various products and services.


  • National Life President's Club Qualifier*
  • Board of Directors - Rocky Strong
  • Former President & Vice President of BNI Southern Dutchess Referral Team.     
  • *Based on sales critera.                                               

I am licensed to sell insurance in: NY, NJ, PA, FL, NC, SC and CT.


To schedule a complimentary consultation with Aaron, please contact him at:


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