Elevia joined the team in 2005 and is a fully registered securities representative. Her prior experience included working with BB&T in its Investment department and with the New Bern Chamber of Commerce as the Membership Director before joining us as the New Bern Client Service Manager, a role she held for 16 years.
Due to Elevia’s exceptional communication and customer service skills and the fact that she had her securities registrations, she made the transition to the role of Associate Financial Advisor in 2021. With Dan as her mentor and guide, we have no doubt Elevia will be an even greater asset to our clients and our firm as she continues to learn and grow in her new role!
Elevia is a native of North Carolina, growing up in the eastern part of the state. Always ready to lend a hand, she has served as an officer for the nonprofit boards of Big Brothers Big Sisters, Tryon Civitan, and, most recently, Coastal Women’s Shelter. She and her husband, Jimmy, live in New Bern and are very active with their church family at Cherry Point Church of Christ. When they get some free time, they enjoy catching fish and shrimp and sharing them with friends and family.
A fun fact about Elevia is that she is an entertainer by nature, and loves to make groups of people laugh and have a good time, and she will not turn down an opportunity to sing!