The Clinkenbeard Group

As a Merrill Wealth Management Team, The Clinkenbeard Group has offered financial strategies to successful individuals and families since 2009. In their efforts to be preeminent leaders 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 and Trevor has attained the Chartered Retirement Planning Counselor^™*** designation.

The Group assists in every financial aspect of clients’ lives pairing expertise 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 the practice, the team 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, and two daughters, Eloise and Daphne. Evan is on the Board of Directors for Adopt A Class Foundation and spends time with anything outdoors whether it's running, cycling, skiing, or golf.

*Extel announced BofA Global Research as one of the Top Global Research Firms in 2025 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2025 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2025 research team surveys. Results of each survey are published separately throughout the year, beginning in February 2025 with the Japan Research Team and concluding in December 2025 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. 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. Rankings and recognition from Extel 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.