Brian Bevan, CFP®, is a Senior Wealth Advisor at CLA (CliftonLarsonAllen), where they focus on various areas of financial planning, including retirement and estate strategies, as well as business succession. Previously, they served as a Financial Advisor at Morgan Stanley from 2008 to 2024, and held the role of District Sales Manager at Citicapital and The CIT Group/Business Credit, Inc. Brian earned a Bachelor of Science degree in Political Science from the University of Utah, graduating in 1996.
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