Randel Evleth
Randel began his financial services career with Merrill in 1987. As a Wealth Management Advisor, Randel has served the complex needs of high-net-worth individuals and families, providing tailored advice and guidance for more than 25 years. Randel received his CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Private Wealth Advisor, (CPWA®) certification, administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago, Booth School of Business. As a CPWA® professional, Randel has received advanced training in the life cycle of wealth – accumulation, preservation, and distribution – which enables him to better assist clients with investment strategy, retirement planning, and trust and estate issues that are aligned with their family values and life goals. Randel earned a Bachelor’s degree in Political Science from Franklin and Marshall College in Lancaster, Pennsylvania. He lives in Bernardsville with his wife of 29 years and their two wonderful children. He is an avid skier and enjoys golf, swimming, biking, and running.
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.
