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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.

 

2019 National Life President's Club
2018 Winner - National Life Ethan Allen Award for Outstanding Achievements
2018 Masters Council
2018 Million Dollar Round Table
2018 National Life President's Club
2017 National Life President's Club
2017 National Life Premier Producer Group

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

 

*All memberships and awards are based on sales critera.

 

To schedule a complimentary consultation with Samantha, 

please contact her at:

Samantha@SageLargesse.com

914-506-9026

   

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 CT, FL, NJ and NY.

 

 

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 and CT.

 

To schedule a complimentary consultation with Aaron, please contact him at: Aaron@SageLargesse.com

845-750-4962

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