Financial Advisor in Franklin, TN with 28 Year(s) of Experience
Professional Designations
Certified Financial Planner (CFP) - 0000000
Personal Bio
With over 18 years of investing experience, William Bevins serves as a Private Wealth Manager. His goal remains to help individuals and institutions achieve their investment management goals while controlling risk. Putting client needs first is how he built his business and reputation. Serving as a Fiduciary with Cypress Capital allows him to stand with those who count the most, his clients.
Wealth Management, Advisor, Financial Planning. Serving Business Owners, Professionals, Millennials, Retirees. Fee-Only Fiduciary Financial Advisor. Tax-Efficient Investing with Independent Advice. CERTIFIED FINANCIAL PLANNER™.
Firm Name
William Bevins, CFP® CTFA
Firm Bio
Serving Clients Nationwide – Wealth Management, Advisor, Financial Planning. Serving Business Owners, Professionals, Millennials, Retirees. Fee-Only Fiduciary Financial Advisor. Tax-Efficient Investing with Independent Advice.
Advisor Type
RIA - William Bevins
Firm License #
171266
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Education
Virginia TechFinance Insurance and Law
Duration: 1991 - 1995
License(s)
Series 65
Advisor License #
2638266
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Fee-Only
Specialties
Preferred Client Type
Articles & Blogs
Personal Blog
Disclaimer
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
William Bevins CFP
FIDUCIARY
Position: Wealth Management
Category: Tax & Accounting
Inception of Business: 1995