Brian Bevans

Financial Advisor, AIF®
Managing Director – Investments

Brian joined Wells Fargo Advisors in 1999. He is responsible for providing investment advisory services to select private clients and reinsurance clients located around the country. Brian has been a financial advisor since 1994; he previously owned and operated a retail business for eight years. Brian has been married to his wife, Sheri, for over 30 years and they have two adult children together. One of which, Tyler, is also a financial advisor on our team. Brian enjoys golf, travel, scuba diving, and spending time with family and friends, as well as a nice bottle of wine.

Contact

Transcript

"We look at our clients as family, they’re an integral part of who we are and without them we would be nowhere. And we want them to know that we are truly in it for them."

Overview

Education
Bachelor of Science degree in International Marketing and Management from Oregon State University
Bachelor of Arts degree in International Marketing and Management from Oregon State University
Attended Waseda University in Tokyo Japan
Certified Portfolio Management Program – Prudential Securities

Industry Designations
Certified Investment Specialist – The Institute of Certified Investment Specialists, Inc.
Accredited Investment Fiduciary (AIF)

Awards and Recognitions
Wells Fargo Advisors Premier Advisor 2014-2020

Memberships
Retirement Plan Advisor Program - Wells Fargo Advisors
National Association of Plan Advisors (NAPA)
Financial Advisor National Advisory Board Member (Former member)

^{The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CA Insurance License #: 0C08858. Resident state: TN}