Charlie Bevan Email
Director - Tax, Trust, and Estate at Schwab Wealth Advisory @ Charles Schwab
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Charlie Bevan Location
- Charlotte, NC, US
Charlie Bevan Work
- Director - Tax, Trust, and Estate at Schwab Wealth Advisory @ (July 2026 - Present)
- Senior Wealth Planning Strategist @ (October 2023 - July 2026)
- SVP and Sr. Wealth Planner-Southeastern Region @ Wells Fargo Bank (April 2007 - September 2023)
- VP and Estate Planning Consultant @ Wachovia Bank, N.A. (June 1997 - April 2007)
Charlie Bevan Education
- University of Virginia
B.A. (Government)
-
J.D. (Law)
Charlie Bevan Summary
- Charlie Bevan, based in Charlotte, NC, US, is currently a Director - Tax, Trust, and Estate at Schwab Wealth Advisory at Charles Schwab. Charlie Bevan brings experience from previous roles at Vanguard, Wells Fargo Bank and Wachovia Bank, N.A.. Charlie Bevan holds a B.A. in Government @ University of Virginia. Charlie Bevan has 2 emails on RocketReach.
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