Advisor Details

Financial Advisor in Franklin, TN with 26 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 0000000

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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. 

Firm SEC/CRD #

171266

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SEC

NASAA

Firm Logo

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Education

Virginia Tech
Finance Insurance and Law
Duration: 1991 - 1995

License(s)

Series 65

Advisor SEC/CRD #

2638266

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Contact:

436 Main Street
Franklin, TN 37064

billbevins@cypresscapital.com

(615) 469-7348

Contact

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