Bevin Nealon
First Vice President - Investments at Wells Fargo Advisors | New York City Metropolitan Area
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Bevin Nealon is a seasoned financial professional with over 25 years of experience in the financial services industry, currently serving as First Vice President - Investments at Wells Fargo Advisors. Since joining the firm in 2017, Bevin has leveraged his extensive background to provide clients with tailored investment planning strategies that align with their unique financial goals. His expertise encompasses a wide range of areas, including asset allocation, retirement planning, and risk management, making him a trusted advisor for individuals and families navigating complex financial landscapes.
Prior to his tenure at Wells Fargo Advisors, Bevin honed his skills at Merrill Lynch, where he served as a Financial Advisor for 15 years. His career began in the operations department at Smith Barney, where he developed a solid foundation in the mechanics of financial services. This diverse experience has equipped him with a comprehensive understanding of the industry, allowing him to effectively manage 401(k) retirement savings plans and implement robust insurance solutions for his clients.
At Wells Fargo Advisors, Bevin is currently involved in several key projects aimed at enhancing client engagement and financial literacy. He is passionate about educating clients on investment opportunities and the importance of strategic financial planning. His commitment to delivering personalized service and fostering long-term relationships has earned him a reputation as a reliable resource for clients seeking to optimize their financial well-being. With a CERTIFIED FINANCIAL PLANNERâ„¢ designation, Bevin continues to stay at the forefront of industry trends, ensuring that his clients receive informed guidance in an ever-evolving market.
First Vice President - Investments at Wells Fargo Advisors in March 2017 to Present
Wealth Management Advisor at Merrill Lynch in November 2001 to March 2017
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Investment Planning Strategies
Asset Allocation
Retirement Planning
401(k) Retirement Savings Plans
Risk Management
Insurance
Financial Services
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Discover more about Wells Fargo AdvisorsWhat is Bevin Nealon email address?
Email Bevin Nealon at [email protected]. This email is the most updated Bevin Nealon email found in 2026.
What is Bevin Nealon phone number?
Bevin Nealon phone number is +12032546926.
How to contact Bevin Nealon?
To contact Bevin Nealon send an email to [email protected]. If you want to call Bevin Nealon try calling on +12032546926. (updated on October 31, 2024)
What company does Bevin Nealon work for?
Bevin Nealon works for Wells Fargo Advisors
What is Bevin Nealon's role at Wells Fargo Advisors?
Bevin Nealon is First Vice President - Investments
What industry does Bevin Nealon work in?
Bevin Nealon works in the Financial Services industry.
Bevin Nealon Email Addresses
Bevin Nealon Phone Numbers
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