Brian Bevan, Cfp®
AeroLeads people directory · profile

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 July 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
Role
Senior Wealth Advisor
Location
Midvale, Utah, United States
Company size

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 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)

This section adds company-level context without repeating Brian Bevan, Cfp®'s masked contact details.

*@morganstanley.com
71% confidence

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

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
Employees
5763
AeroLeads page
4 roles

Brian Bevan, Cfp® work experience

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

Financial Advisor

© 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 provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s), go to https://advisor.morganstanley.com/brian.r.bevanThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

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 →

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 Alec Robillard, Pam Honthumb, Conner Brodt, Alex Thorson, Cpa, and Elise Crozier.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.