James Bevan

Focus
James helps clients prioritize and pursue the financial goals that matter to them the most. He works with high-net-worth individuals and their families setting and helping them achieve their financial goals over their lifetime. James and his colleague, Elaine Seaquist, Senior Registered Client Associate, offer talent and expertise in a team effort to help preserve and expand financial capital for generations.

Background and Experience
James is a graduate of Florida Atlantic University with a Bachelor's Degree in Finance. He began his career as a personal banker with Wells Fargo Bank, N.A. in Vero Beach in 2009. In 2012, he obtained his FINRA Series 6 and 63 securities registrations. In 2013 he obtained his Series 7 securities registration. He has spent the last 16 years working out of the Wells Fargo Advisors Ryanwood office in Vero Beach. He is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. His mission is to provide every client with targeted, comprehensive investment advice and portfolio analysis - delivered with the highest level of personal service and integrity. James was recognized as one of the Forbes Top Next-Gen Wealth Advisors Best-In-State in 2024 and 2025.

Away From Office
James has been married to his wife Courtney for 14 years. They have 2 children, Mason and Sadie. They live in Vero Beach and enjoy spending their time golfing, fishing, and travelling. He is currently involved in volunteering efforts with Vero Beach Little League. 

Industry Accomplishments
2025 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24. (Source: Forbes.com).
The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.