Director of Wealth Management
Evan, a graduate from the University of Florida with a major in Finance, joined Beacon Financial Partners in September 2016 as the Director of Wealth Management. In this role, he is responsible for the model portfolio analysis, marketing, and trading. In addition to these tasks, he contributes to improving Beacon’s technology package, and helping on the Marketing Team and Investment Committee. Prior to joining Beacon Financial Partners, Evan gained great experience and knowledge working with two local financial services firms where he earned his FINRA Series 7 and FINRA Series 66 registrations.