Carlson Capital Management
Beverly DeWitte is a skilled professional with a diverse background in client service and education. Currently serving as a Client Service Representative at Carlson Capital Management since May 2020, Beverly has prior experience as an Assistant Vice President and Bank Teller at First Minnesota Bank from June 2017 to May 2020, and as a Teller at Wells Fargo. Additionally, Beverly worked as a Long Term Substitute Teacher in ISD 196 and served as an Elementary School Teacher at Seton Catholic School. Earlier roles include Child Care Supervisor for the YMCA of the Greater Twin Cities. Beverly holds a Bachelor of Science degree in Elementary Education from Winona State University.
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Carlson Capital Management
Founded in 1987, Carlson Capital Management (CCM) is a comprehensive wealth management firm and trusted fiduciary advisor that brings together in one place the key disciplines of investment, estate, retirement, risk management, and philanthropic planning to provide fully integrated wealth management. With this structure, clients receive integrated advice from a collaborative team, giving them a greater sense of control and understanding, confidence that each facet of wealth is coordinated and optimized, and, most importantly, peace of mind. CCM serves high net worth individuals and families, and receiving exceptional service and being wrapped in care are defining characteristics of the client experience at CCM.