Evan B. Crouse, CFP®
Evan Crouse is a Partner and Wealth Advisor at Waverly Advisors, where he leverages his extensive expertise in financial planning to provide exceptional service to his clients. With a robust background in corporate finance and a distinguished tenure as an officer in the U.S. Air Force, Evan brings a unique perspective and a wealth of experience to his role.
Evan’s career began in corporate finance with a Fortune 500 aerospace and defense company, where he honed his skills in financial analysis and strategic planning. His military service further developed his leadership and analytical abilities, preparing him for a successful transition to the financial advisory field.
He resides in Huntsville, AL with his wife and two daughters.
Education
- Master of Business Administration
Indiana University, Bloomington, IN
- Master of Finance
Indiana University, Bloomington, IN
- Bachelor of Science in Finance
University of Alabama in Huntsville, Huntsville, AL
Community Involvement
- The Enrichment Center, Finance Committee Member
- Rivertree Church, involved in multiple ministries including praise & worship team
- Volunteer Coach in youth sports
Ask Me About
- How my previous experience as an officer in the U.S. Air Force prepared me for a career as a financial planner and advisor
- The three most overlooked financial areas by business owners and high-income professionals
- How to maximize your eventual exit from your company’s Employee Stock Ownership Plan (ESOP)
- How to transition confidently into retirement
- Why incorporating your family’s generosity into your financial plan can make great financial sense
- How I saved my wife from two very aggressive geese
