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Beverly C. Rosen

Beverly C. Rosen

Experience/Work History:

  • Scharf Pera & Co., PLLC | 2017-present
  • M.D. Andersen, CPA, P.A. | 2015-2016
  • Wells Fargo Bank, N.A.|Post-Mortem Planner|2014-2015
  • Bernard Robinson & Co., LLP|Senior Tax Accountant|2013-2014
  • Law Offices of Cheryl David|Elder Law Attorney|2009-2011
  • Rochford & Eckard, PLLC|Elder Law Attorney|2007-2009
  • Booth Harrington & Johns, LLP|Elder Law Attorney|2005-2007
  • Internal Revenue Service|Criminal Investigator/Special Agent|2002-2005
  • Dixon Odom, LLP (now Dixon Hughes Goodman, LLP)|2000-2002
  • PricewaterhouseCoopers, LLP|Tax Accountant|1999-2000


  • B.S., Accounting, University of North Carolina at Greensboro, 1996
  • J.D., Campbell University, 1999
  • M.B.A., Campbell University, 1999

Licensure and Affiliations:

  • Licensed CPA in North Carolina
  • Member of the American Institute of Certified Public Accountants
  • Member of the North Carolina Association of Certified Public Accounts
  • Member of the Charlotte Estate Planning Council