Seasoned Advisor Brings Nearly 30 Years of Experience in Retirement Strategy and Personalized Wealth Planning
SHELTON, Conn.–(BUSINESS WIRE)–Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton, Connecticut.
Ms. Nealon brings nearly three decades of experience in comprehensive financial planning and retirement strategy. She joins Procyon from Wells Fargo, where she served as First Vice President, and managed more than $100 million for clients. Before that, she spent 15 years at Merrill Lynch. Ms. Nealon began her career in 1996 in operations at Smith Barney, giving her a comprehensive perspective on client service, operations, and investment advisory.
“We’re excited to welcome Bevin to the Procyon team,” said Phil Fiore, CEO of Procyon. “She brings deep experience in holistic financial advice, especially in retirement planning, and her client-centered approach aligns closely with our firm’s mission to provide highly personalized fiduciary advice.”
Ms. Nealon specializes in building customized financial plans that integrate long-term investment strategy with clients’ evolving retirement needs. Her addition supports Procyon’s continued growth and reflects the firm’s commitment to expanding its talent base to meet increasing demand for comprehensive wealth management services.
“Joining Procyon is a natural next step for me and my clients,” said Ms. Nealon. “This is a team of professionals who share my values- delivering objective, integrated advice tailored to each client’s unique financial journey.”
Ms. Nealon’s appointment marks the latest in a series of growth milestones for Procyon in 2025. Earlier this year, the firm expanded its national presence through the acquisitions of Wooster Corthell Wealth Management in Massachusetts, and the OLV Investment Group in Michigan. The firm also received a strategic minority investment from Constellation Wealth Capital to support ongoing expansion.
“Adding experienced professionals like Bevin is a key part of our strategy,” said Mr. Fiore. “We’re investing in people and partnerships that position Procyon to grow while maintaining the high standards of advice our clients expect.”
Ms. Nealon will be based in Procyon’s Shelton, Conn., office, and serve clients across the Northeast, California and Florida. Her role will focus on deepening client relationships through personalized wealth planning and bespoke portfolio management.
About Procyon
Procyon is a nationally recognized, independent registered investment advisory firm providing fiduciary-focused financial advice to private clients and institutions. Headquartered in Shelton, Connecticut, Procyon also operates offices in New York City, Long Island, Maryland, and now Michigan and Texas. The firm manages nearly $9 billion in client assets and offers an integrated service model that spans wealth management, retirement consulting, and employee benefits.
Procyon is a proud partner within the Dynasty Financial Partners Network of independent wealth management firms.
For more information, visit https://procyon.net
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