Client specialties
- Financial Planning
- Investment management
- Personal wealth management
- Portfolio Construction & Management
- Risk Management
Bevin Nealon, CFP®
Vice PresidentPrivate Wealth Advisor
Bio
Bevin Nealon is a Vice President and Private Wealth Advisor at Procyon, where she brings nearly 30 years of experience helping individuals and families navigate their financial lives with clarity and direction. She is known for her thoughtful, steady approach and her commitment to building meaningful relationships grounded in trust and open communication. Bevin’s mission is to provide comprehensive, goal-driven financial guidance that helps clients feel well-supported and equipped to navigate their financial journeys with confidence.
Bevin has worked in financial services since 1996. She began her career in the operations department at Smith Barney, an experience that provided a strong technical foundation and a deep understanding of the systems behind client service. She later spent 15 years as a Financial Advisor at Merrill Lynch before joining Wells Fargo Advisors in 2017. Her work has centered on retirement planning, education funding, and long-term wealth preservation. She helps clients understand how their income needs and expectations align with their goals and designs personalized strategies that balance flexibility, growth, income, and longevity. Bevin especially values working with multigenerational families and supporting them through major financial transitions. She takes the time to listen closely, develop clear action plans, and create an environment where clients feel steady and well-prepared for the road ahead.
Bevin lives in Stratford, Connecticut with her two Boston Terriers, Paris and Mystic. She enjoys hiking, exploring new trails with her dogs, and traveling whenever she has the opportunity.
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