Shari Mattingly-Bevan Employee Directory

InsuranceSouth Carolina, United States51-200 Employees

Shari Mattingly-Bevan operates in the insurance sector and is based in Greenville, South Carolina. The firm brings more than a decade of experience in retirement planning, insurance services, long-term care planning, and risk management, with a background in estate planning and trusts from Shari Mattingly-Bevan’s law practice. Its work involves coordinating with clients’ financial advisors to implement comprehensive financial strategies, addressing needs related to retirement and risk mitigation for individuals. The organization serves professionals and clients seeking integrated guidance across retirement, long-term care, and estate planning considerations, supported by a legal foundation in trusts and estates. The business positions itself as a regional insurance and financial advisory entity with a focus on practical planning solutions for these interconnected areas, reflecting a professional services footprint in Greenville and the surrounding region.

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