Jody R. Beegle

Jody is responsible for client onboarding, account reporting and administration, internal data management and processing, and providing exceptional service for clients. Jody has over three decades of financial industry experience and is passionate about identifying clients’ unique needs and collaborating to achieve their desired outcomes.

Prior to joining DBR, Jody spent over 30 years with the Bank of New York Mellon where she served in various wealth management roles spanning client service, business development, and marketing.

Jody is happiest when she is enjoying antiques, riding her bike, driving her convertible, and spending time with her spouse Bob.