Over the last 15 years, Shari Mattingly-Bevan of Greenville, South Carolina, has built a reputation as an honest and knowledgeable professional in the estate and tax planning and risk management sectors. A financial planner and the owner-operator of Shari Mattingly-Bevan & Associates, she previously worked as an attorney-at-law with a focus on trust and estate administration and litigation before founding her current business. Though not certified to practice law in South Carolina, she does hold her insurance licenses for South Carolina, California, and Arizona, as well as candidacy for her Certified Financial Planner accreditation from the Certified Financial Planner Board of Standards Inc. When not engaged in her professional duties, Mattingly-Bevan supports local and national nonprofit groups and enjoys a number of recreational activities.
The recipient of a Juris Doctor from Western State University College of Law, Mattingly-Bevan studied taxation before passing the bar and opening the doors to the Law Offices of Shari Mattingly-Bevan, formerly located in Santa Ana, California. As a tax and estate attorney, she worked closely with financial planners and her clients to implement living trusts, durable and medical powers of attorney, health care directives, and other crucial elements of a comprehensive estate plan. In this role, Mattingly-Bevan assisted her clients with thorough planning and helped solve the problems that probate proceedings can pose if a solid plan does not exist when an estate owner dies. She and her staff at Shari Mattingly-Bevan & Associates also offer extensive expertise in and resources for retirement planning, long-term care, and private fiduciary services.
Outside of the office, Shari Mattingly-Bevan enjoys contributing to such organizations as the Meals On Wheels Association of America, the Special Olympics, Greenville Birthright, Born Free, and the Brookwood Church. She spends her limited free time skiing, playing tennis, and traveling.