William Bevins
Financial Advisor @ Cypress Capital | CTFA, CFP
- Role
- Financial Advisor at Cypress Capital
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About William Bevins
As a Financial Advisor at Cypress Capital, I create conservative, personalized, and transparent portfolios that help individuals achieve their financial goals. I have over 26 years of experience in the financial industry, and I hold the credentials of Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA), and Series 65.My role as a financial advisor allows me to offer clients clear, suitable advice in the areas of tax, investment, retirement, and trust planning. I have a passion for investments, and creating diverse portfolios. I work with clients from diverse backgrounds, such as millennials, business owners, professionals, and retirees, and I tailor my services to their specific needs and preferences.
Experience
Financial Advisor
Aug 2019 — Present · Franklin, TN, US
My role as a fiduciary involves creating conservative, personalized, and transparent portfolios that help individuals achieve their financial goals. Being a fiduciary allows me to offer clients clear, unbiased advice in the areas of tax, investment, retirement and trust planning.
Education
Virginia Tech
Bachelor's degree, Finance, Insurance and Business Law
1992 — 1995
Florida International University - College of Business
Certified Financial Planning registered program
1999 — 2000
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