Evan is driven by his passion for delivering proactive service and helping clients pursue their personal and financial goals. His team offers a premier client experience exemplified by their integrity and dedication. Evan is committed to providing the highest degree of customer service and attention to each client’s individual needs. Since joining Merrill Lynch Wealth Management in 1986, he has earned the CERTIFIED FINANCIAL PLANNER^™ certification awarded by the Certified Financial Planner Board of Standards. He holds a MBA degree from Babson College and BA from the University of Massachusetts, where he was an active participant in Zeta Psi fraternity. Evan is an active member in the charitable community, volunteering for groups such as the Greater Boston Food Bank, Jewish Big Brother Big Sisters, and the Massachusetts Cystic Fibrosis organization. Evan has a passion for the arts and is always seeking more opportunities to be involved with his community.
Evan follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in the community.