Knowledge, experience, leadership And the confidence to pursue your goals
Evan started his wealth management career at Merrill Lynch in 2011. He moved with his team to UBS in 2013 where he currently is responsible for client service, client acquisition, and business development. In addition, he also manages the team's web-based technology services and helps implement the team's investment management strategy.
Evan graduated from the University of North Florida in Jacksonville, FL where he received a Bachelor's degree in communications and advertising. He lives in Fort Lauderdale, Florida.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Fort Lauderdale, Florida |
March 2013 - Present |
Merrill Lynch |
Financial Advisor |
Fort Lauderdale, Florida |
November 2011 - March 2013 |
Education
- University of North Florida
- Bachelor's Degree in Communications & Advertising
Licenses
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
- Life, Health and Variable Annuity Insurance (2-15) - State of Florida
Registered States:
CA, CO, CT, DE, FL, GA, MA, MI, MN, MO, NC, NY, PA, SC