Evan Clinkenbeard

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Evan J. Clinkenbeard, CFP^® – Wealth Management Advisor

As a Merrill Wealth Management Advisor, Evan has offered financial strategies to successful individuals and families since joining the firm in 2009. In his efforts to be a preeminent leader in the advisory industry, Evan has attained and been recognized as a CERTIFIED FINANCIAL PLANNER^™ professional by the Certified Financial Planner Board of Standards, Inc.

Evan assists in every financial aspect of clients’ lives with his professional knowledge as a CERTIFIED FINANCIAL PLANNER^™ professional paired with the resources of Bank of America Private Bank, Wealth Management Banking from Bank of America, N.A., and the retirement and investment specialists of Merrill. At the heart of his practice, Evan seeks to provide the highest level of personal service that best addresses the needs of each relationship. In addition are these cornerstones to a successful relationship:

• You – An advisor who understands your life, your goals, concerns, and your desire to succeed
• Strategy – Developing more than just a financial strategy, but a comprehensive wealth management plan
• Resources – Merrill is a top-rated investment research firm with teams of specialists to assist you with every aspect of life
• Clarity – Knowing your plan and how you will meet your goals

Evan currently resides in Anderson Township with his wife, Holly. Holly is a first grade teacher at the School for Creative and Performing Arts in downtown Cincinnati. Evan is on the Board of Directors for Adopt A Class Foundation and spends time volunteering with Adopt A Class at Norwood View Elementary. He also serves on the Dan Beard Council Board of Directors as the Co-Chair of Professional Leadership Network, a YP arm that mentors underserved youth in the city.

Evan is very involved with his alma mater, the University of Cincinnati, serving on the Lindner College of Business Board of Governors and the College of Nursing Board of Advisors. He is also a big runner and cyclist competing in races and fundraising endurance events year-round in the region.



*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement. Notes: Top Global Research Firms should hyperlink to: https://www.institutionalinvestor.com/article/b1wd0s3lfckz51/JPMorgan-Is-the-World-s-No-1- Research-Provider Member SIPC should hyperlink to: https://www.sipc.org/ Learn more about the methodology at Institutional Investor should hyperlink to: https://www.institutionalinvestor.com/research/11569/Methodology
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S., which it awards to individuals who successfully complete CFP^® Board’s initial and ongoing certification requirements.|