Ann Bevan

Senior Client Relationship Associate

Walnut Creek, California

Ann is a Senior Client Relationship Associate in EP Wealth’s Walnut Creek office and has an extensive background in the financial services industry. 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.
Prior to joining EP Wealth Advisors in early 2022, Ann served in a similar role with Ginsburg Financial Advisors in Oakland for five years. 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 is a graduate of the University of California at Davis.
Ann 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.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Wondering how you’re going to split...

Dividing debts in a divorce can be a...

Money is a common source of contention...

Who suffers the most financially in a...