Advice Built on experience
Evan joined UBS in October of 2016 and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Accredited Wealth Management Advisor designation. Prior to joining UBS, Evan worked at Hines Securities and Invesco AIM. Evan earned a B.S. in Economics from Texas A&M University. He is FINRA-registered and holds the Series 7, Series 66, and Series 63 designations as well as a license for life, accident and health insurance.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor Associate |
Houston, TX |
January 2018 - Present |
UBS Financial Services Inc. |
Wealth Planning Associate |
Houston, TX |
October 2016 - January 2018 |
Hines Securities |
Internal Consultant |
Houston, TX |
June 2009 - September 2016 |
Invesco AIM |
Client Relations Consultant |
Houston, TX |
August 2006 - June 2009 |
Education
- Texas A&M University, Bachelor's of Science in Economics, Class of 2006
Registered States:
AL, AZ, CA, CO, DC, FL, GA, LA, MD, ME, MI, NH, NM, NY, OH, PA, SC, TN, TX, VA, VT, WY