CHESAPEAKE WEALTH MANAGEMENT HAS MORE THAN 45 YEARS OF BUILDING WEALTH, MANAGING TRUSTS AND PRESERVING LEGACIES, RIGHT HERE AT HOME.
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Karla Beale, Administrative/Business Development Associate, is involved in the full cycle of relationship development, from assisting with prospect meetings and preparing proposal documents to overseeing securities transfers and performing fiduciary oversight for trusts, agencies, and custodial documents. Ms. Beale has worked for more than twenty years in human services, focusing on quality-of-life issues. She is a former marketing manager with Truist, a Washington, DC-based nonprofit organization. She spent ten years at United Way of San Diego, where she was eBusiness Manager and Associate Director for Resource Development. She is a member of the Sharon Baptist Church Missionary Committee and the church treasurer, and she is the Board President for the Boys & Girls Club of the Northern Neck.
Ms. Beale earned her AS degree at Southwest University in Chula Vista, California. She has completed courses in computer science and business management at Hampton University, as well as coursework through the Cannon Financial Institute and the American Bankers Association.