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. Joining Merrill Lynch Wealth Management in 1986, he is a CERTIFIED FINANCIAL PLANNER® professional, certified by the CFP 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.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
