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Beverly Tobocman

Beverly Tobocman

Registered Principal & Managing Partner

Beverly Tobocman, ChFC, CLU, is an LPL Registered Principal and Managing Partner of JBT Financial, LLC. She has been in the financial services industry since 1984 and opened her own firm in 1994, Her specialty is helping women who find themselves alone in the middle of their lives. Her firms goal is to comfort, encourage and empower women to make their own best financial decisions to accomplish their life objectives.

Beverly is a member of the Society of Chartered Financial Counselors and is a Chartered Life Underwriter. She served on the advisory board of Financial Service Corporation from 2002-2004 and is a sought after speaker on the topic of women's investment issues.