Neza Bevc
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Neza Bevc

Principal
Neza is a Principal in the New York office. She provides financial planning to corporate executives through our Executive Financial Counseling practice. Neza is a member of the Performance Monitoring Sub-Committee and Personnel Development Committee.

Neza began her career in the Investment Advisory Group of Deutsche Bank’s Asset & Wealth Management division. In her role, Neza supported multiple Portfolio Consultants in offering discretionary portfolio management capabilities to high net worth and ultra high net worth individuals. She joined Deutsche Bank in July 2011.

Neza earned her Bachelor of Arts. in Italian Studies with a concentration in International Business from Georgetown University. In 2017, she became a CFP® professional, receiving the designation from New York University.

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Orange County

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(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626