Brian Bevan, Cfp®
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Brian Bevan, Cfp® Email & Phone Number

Senior Wealth Advisor at CLA (CliftonLarsonAllen)
Location: Midvale, Utah, United States 4 work roles 1 school
2 work emails found @morganstanley.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email b****@morganstanley.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
CLA (CliftonLarsonAllen)
Role
Senior Wealth Advisor
Location
Midvale, Utah, United States
Company size
5763 employees

Who is Brian Bevan, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brian Bevan, Cfp® is listed as Senior Wealth Advisor at CLA (CliftonLarsonAllen), a company with 5763 employees, based in Midvale, Utah, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Brian Bevan, Cfp®.

Brian Bevan, Cfp® previously worked as Financial Advisor at Morgan Stanley and District Sales Manager at Citicapital. Brian Bevan, Cfp® holds Bs, Political Science from University Of Utah.

Company email context

Email format at CLA (CliftonLarsonAllen)

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*@morganstanley.com
71% confidence

AeroLeads found 2 current-domain work email signals for Brian Bevan, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Brian Bevan, Cfp®

Areas of focus: Retirement Planning, Cash Management, Wealth Management, Estate Planning Strategies, Business Planning, Succession Planning, 401(k) Plan Rollovers, Lending Solutions, Education Planning, Life Insurance and Annuities, NMLS# 1285087

Current workplace

Brian Bevan, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CLA (CliftonLarsonAllen)
Cla (Cliftonlarsonallen)
Senior Wealth Advisor
united states
Website
claconnect.com
Employees
5763
AeroLeads page
Company profile
View company profile Email format
4 roles

Brian Bevan, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Morgan Stanley

© 2020 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.

Aug 2008 - Jul 2024

District Sales Manager

Citicapital
Mar 2005 - Aug 2008
Team & coworkers

Colleagues at CLA (CliftonLarsonAllen)

Other employees you can reach at claconnect.com. View company contacts for 5763 employees →

SR Seth Rabin Seth Rabin Colleague at Cla (Cliftonlarsonallen) Newtown Grant, Pennsylvania, United States, United States View → NT Nick Territo Nick Territo Colleague at Cla (Cliftonlarsonallen) Greater St. Louis, United States View → LM Ly Molly Ly Molly Colleague at Cla (Cliftonlarsonallen) St Paul, Minnesota, United States, United States View → TV Thanh Vy Dang Thanh Vy Dang Colleague at Cla (Cliftonlarsonallen) Boston, Massachusetts, United States, United States View → JH Jeff Heitgerd Jeff Heitgerd Colleague at Cla (Cliftonlarsonallen) St Louis, Missouri, United States, United States View → AG Andrea Grover, Ecba, Cssgb Andrea Grover, Ecba, Cssgb Colleague at Cla (Cliftonlarsonallen) Rockford, Illinois, United States, United States View → JV Jeremy Velasquez Jeremy Velasquez Colleague at Cla (Cliftonlarsonallen) Los Angeles Metropolitan Area, United States View → LQ Lacey Quatsoe Lacey Quatsoe Colleague at Cla (Cliftonlarsonallen) Milwaukee, Wisconsin, United States, United States View → CB Carolyn Brynildsen Carolyn Brynildsen Colleague at Cla (Cliftonlarsonallen) Reading, Pennsylvania, United States, United States View → PM Pierre Mascetti Pierre Mascetti Colleague at Cla (Cliftonlarsonallen) Hackensack, New Jersey, United States, United States View →
1 education record

Brian Bevan, Cfp® education

FAQ

Frequently asked questions about Brian Bevan, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brian Bevan, Cfp® work for?

Brian Bevan, Cfp® works for CLA (CliftonLarsonAllen).

What is Brian Bevan, Cfp®'s role at CLA (CliftonLarsonAllen)?

Brian Bevan, Cfp® is listed as Senior Wealth Advisor at CLA (CliftonLarsonAllen).

What is Brian Bevan, Cfp®'s email address?

AeroLeads has found 2 work email signals at @morganstanley.com for Brian Bevan, Cfp® at CLA (CliftonLarsonAllen).

Where is Brian Bevan, Cfp® based?

Brian Bevan, Cfp® is based in Midvale, Utah, United States while working with CLA (CliftonLarsonAllen).

What companies has Brian Bevan, Cfp® worked for?

Brian Bevan, Cfp® has worked for Cla (Cliftonlarsonallen), Morgan Stanley, Citicapital, and The Cit Group/Business Credit, Inc..

Who are Brian Bevan, Cfp®'s colleagues at CLA (CliftonLarsonAllen)?

Brian Bevan, Cfp®'s colleagues at CLA (CliftonLarsonAllen) include Seth Rabin, Nick Territo, Ly Molly, Thanh Vy Dang, and Jeff Heitgerd.

How can I contact Brian Bevan, Cfp®?

You can use AeroLeads to view verified contact signals for Brian Bevan, Cfp® at CLA (CliftonLarsonAllen), including work email, phone, and LinkedIn data when available.

What schools did Brian Bevan, Cfp® attend?

Brian Bevan, Cfp® holds Bs, Political Science from University Of Utah.

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