Email Beverly Flaxington

Beverly co-founded The Collaborative in 1995.  In 2008, the firm launched a new venture, Advisors Trusted Advisor, to meet the specific needs of independent investment advisors and wealth managers. Prior to co-founding The Collaborative, Beverly held several senior level sales, business development and business operations positions within John Hancock Financial Services’ Investment Sector. Beverly’s corporate background also includes executive search and retail banking. 

Beverly holds both a BSBA and an MBA from Suffolk University.  She is a frequent speaker at investment industry events. Beverly and her partner, Mike Slemmer, CFA, have written a regular column for Family Wealth Report and have been featured in articles in Fundfire, Advisors’ Perspective, Investment News, Investment Advisor and the Financial Planning Association’s Solutions Magazine. Beverly is also a member of the Mental Health Counselors Association of America. 

Beverly is an adjunct professor at Suffolk University teaching undergraduate and graduate students, “Small Business Management”, “Organizational Behavior” and “Dealing with Difficult People”, a course she created for the University. Since 1991 Beverly has offered training and one-on-one consultation for individuals to accomplish behavior modification in a variety of arenas.  Beverly is a Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA) and uses the tools frequently in her work with clients. She is an accomplished facilitator, trainer and public speaker.  

Beverly’s newest book, Understanding Other People: The Five Secrets to Human Behavior was launched in May of 2009 and is available on Amazon.com. She is also the co-author of Wealthbuilding: A Consumer’s Guide to Making Profitable — and Comfortable — Investment Decisions, published by Dearborn Financial Publishing and of 7 Steps to Effective Business Building for Financial Advisors: How top earning advisors attract and retain the most profitable clients, published by ATA Press. She also authored the companion Workbook for this program. The 7 Steps program was selected by the Financial Planning Association and is available in their online store at a member discount.