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Bevan Wealth and Tax Strategies - 0 Reviews - Noma Tower, 220 N. Main St., Greenville, SC - Financial Planner Reviews - Phone (864) 655-4432

Bevan Wealth and Tax Strategies

id: 39809824
Noma Tower, 220 N. Main St.
Greenville, SC 29601
(864) 655-4432
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Bevan Wealth and Tax Strategies - Greenville, SC

Owner Message

  • Shari Bevan has worked in the fields of retirement planning, insurance services, long-term care planning and risk management since 1995. Her experience began while attending law school and working as a retirement planner and insurance services specialist. In addition, Mrs. Bevan has eleven (11) years of experience as a California licensed attorney whose practice was focused on trusts and estates; including estate planning, estate administration, as well as trust and estate litigation. During these eleven years as a practicing attorney, Shari Bevan worked collaboratively with her clients’ financial advisors to assist clients with the implementation of financial strategies. Shari Bevan has been a sought-after guest speaker for several professional organizations on the topics of long-term care, tax, and estate planning matters.