C&N Wealth Management continues to strengthen its team with the promotion of Brian Tevlin to Director of Investment Services. In his new role, Tevlin will lead and expand C&N Wealth Management’s relationship with LPL Financial.

“I’m honored to step into this new role and oversee such a strong, established team,” said Tevlin. “I look forward to enhancing the service we provide to our clients as we continue to strengthen our relationship with LPL Financial.”

Since March 2023, Tevlin has been instrumental in transitioning the brokerage services of C&N Investment Services to the LPL platform, overseeing a seamless and successful conversion. His expanded responsibilities will enhance the C&N Investment Services relationship with LPL and provide strategic leadership to the entire client advisory team, positioning C&N Investment Services for sustained success.

Prior to his promotion, Tevlin held the position of Regional Manager of Financial Services Delivery, overseeing client and prospect relationship management and servicing. His exceptional work set the stage for C&N Investment Services’ ongoing success and maximized the benefits of LPL’s dynamic technologies and investment solutions. Tevlin’s deep connections with LPL will help deliver these advancements to clients and team members while effectively managing the associated risks.

“Brian’s partnership with the entire C&N Wealth Management team, as well as our business partners, will be instrumental in delivering a comprehensive wealth management experience,” said Matt Bower, C&N’s Executive Vice President and Chief Wealth Management Officer. “We look forward to his leadership in growing and innovating our relationship with LPL in exciting and distinctive ways.”

Learn more about C&N and how its personalized approach to clients’ portfolios keeps their investment objectives a priority at every life stage.