Ann Bevan

California State Icon Walnut Creek, California
Senior Client Relationship Associate
Person Icon

About Ann

Ann Bevan is a Senior Client Relationship Associate in our Walnut Creek office and has an extensive background in the financial services industry. Prior to joining EP Wealth Advisors in early 2022, Ann served in a similar role with Ginsburg Financial Advisors in Oakland for five years. A graduate of the University of California at Davis, Ann started her career with Franklin Templeton Investments, where she ultimately became the Customer Services Manager. After relocating to California’s Central Valley with her husband, Ann joined Bateman Eichler, Hill Richards, Inc. where she supported a progressive, fee-based advisory practice. Ann pairs her keen understanding of the financial industry and her passion for exceptional customer service to meet the needs of EP Wealth Advisors’ clients. She enjoys the outdoors, traveling (especially to National Parks), supporting charities including the St. Jude Children’s Research Hospital, discovering new recipes and spending time with family and friends.

Certificate Icon

Education

University of California, Davis

How can Ann help?

031fd9d6-7352-4005-96e3-93999e6f4d56

Office Building Icon
VIEW OUR LOCATIONS