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Andrew Bevan
Financial Advisor at Prentis Wealth Management Group of Wells Fargo Advisors
Andrew Bevan is a Financial Advisor at Prentis Wealth Management Group of Wells Fargo Advisors, based in New York.45 He joined the group in 2018 and has been working in the financial services industry since 2010.2 Bevan holds several prestigious designations, including Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).3
As part of the Prentis Wealth Management Group, Bevan provides comprehensive investment planning and plays a crucial role in the group's portfolio management activities.36 His expertise contributes to the team's ability to offer personalized financial guidance and manage customized portfolios for their clients.1
The Prentis Wealth Management Group, of which Bevan is a member, has been recognized for its excellence in the field. The group has been named one of Forbes Top Wealth Management Teams in 2022 and Forbes Best-in-State Wealth Management Teams in 2023 and 2024.1
