Lee’s Summit, Mo. - June 16, 2020 - Beyond Wealth Advisors today announced the addition of summer intern Cody Blevins to its team. Cody's duties will include a research project to assess exchange-traded fund investment opportunities, a client prospect outreach campaign and assisting in the financial planning process for BWA clients.  

“We’re pleased to support Cody as he sets course on his journey to become a financial planner,” said Beyond Wealth Advisors Partner and Chief Investment Officer, Dennis Bacon. “Cody’s fresh perspective and analytical skills will be very beneficial in our efforts to provide top quality client service and fine-tune some of our processes to support our clients’ long-term financial objectives.”



Cody is pursuing a Bachelor's degree in the CFP board-registered personal financial planning program at the University of Missouri-Columbia with plans to graduate in August 2020. He was a member of the Financial Planning Association, having served as its Treasurer during the 2019-2020 school year. Cody was also a member of the Alpha Tau Omega fraternity and volunteered as a VITA program tax preparer.

About Beyond Wealth Advisors
Beyond Wealth Advisors focuses on helping clients prepare for their today, tomorrow and beyond. With nearly 100 years of collective industry experience, Beyond Wealth serves the diverse needs of individuals, families, retirees, business owners and non-profit organizations. At Beyond Wealth, we embrace servant leadership and are a committed to help clients achieve their financial objectives and make a lasting impact with their resources. For more information, visit our website at www.beyondwealthadvisors.com.

Media Contact: For more information, contact Pam Kearney at 816-246-8450 or pam.kearney@beyondwealthadvisors.com.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Beyond Wealth is not a registered broker dealer and is independent of Raymond James Financial Services.

        
600 SW Jefferson, Suite 208     Lee’s  Summit,  MO  64063   816.246.8450
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
Beyond Wealth Advisors, Inc. is not a registered broker/dealer and is an independent of Raymond James Financial Services.