Evan Savarick

Evan leads the team's New York City practice, while also working alongside Roy in South Florida. As Senior Vice President and Financial Advisor, Evan works closely with clients to provide customized Investment and retirement plans, options trading, investment management, alternative investment strategies, impact investing opportunities, executive and business owner advisement, and risk management analysis. Evan helps clients preserve and grow their assets, provides access to sophisticated borrowing capabilities through affiliates, and creates multi-generational strategies. As a Chartered Retirement Planning Counselor™ (CRPC™) professional, Evan focuses on asset management, beneficiary designations, income tax strategies*, estate planning strategies*, healthcare, and more.
Evan graduated as valedictorian while studying finance at the University of Central Florida and earned his master's in finance from Vanderbilt University. After 10 years with Morgan Stanley, Evan brought his team to Wells Fargo where they continue to provide complex Investment planning and investment strategies for their high-net-worth clients. He splits his time between New York City, South Florida, and Breckenridge, Colorado.

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
*Access to financing, banking, credit and/or lending services are available through Bank of America, N.A.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.