Talk to sales Try for Free
Kelly Andrews Bevis

Kelly Andrews Bevis

First Vice President-Investments, Senior Financial Advisor

Followers of Kelly Andrews Bevis365 followers
location of Kelly Andrews BevisDallas-Fort Worth Metroplex

Connect with Kelly Andrews Bevis to Send Message

Connect

Connect with Kelly Andrews Bevis to Send Message

Connect

  • Timeline

  • About me

    First Vice President-Investments, Senior Financial Advisor at the Alpha Consulting Group of Wells Fargo Advisors

  • Education

    • University of Alabama

      1990 - 1994
      Bachelor of Business Administration (BBA) Finance, General

      Activities and Societies: Kappa Kappa Gamma

  • Experience

    • Alpha Consulting Group of Wells Fargo Advisors

      Apr 1995 - now
      First Vice President-Investments, Senior Financial Advisor

      As a First Vice President -Investments and Senior Financial Advisor at the Alpha Consulting Group of Wells Fargo Advisors, I work with a number of public and corporately sponsored retirement plans, foundations, endowments and high-net-worth individuals.

  • Licenses & Certifications

    • Accredited Investment Fiduciary

      FI360
      Mar 2019

    • Certified 401(k) Professionals Designation

      Retirement Advisor University, UCLA
      Dec 2012

    • Certified Investment Management Analyst

      IMCA
      Aug 2000