Evan began his investment industry career at Stifel in 2008. He is dedicated to building customized wealth management strategies for an affluent investor base. Evan carefully analyzes all investments with the goal of generating risk-adjusted returns for investors. He reviews his clients’ investment objectives, time horizon, and risk ahead of providing investment guidance.
Evan earned a Bachelor of Science in Commerce Business Administration from the University of Alabama and holds Series 7 and 66 securities licenses.
Outside the office, Evan enjoys spending time with his wife, Lindsey, and their three beautiful children, Julia, Mathis, and Johnny. He and his family are members of St. Luke’s Episcopal Church in Mountain Brook, Alabama. In his free time, he enjoys playing golf, duck hunting, and snow skiing.
Certificates
Licenses
Awards
Education
AR State License
CA State License