Evan joined Waverly Advisors in October of 2024 after 9258 Wealth Management was acquired by Waverly Advisors, LLC. He serves as an Associate Financial Planner at Waverly. Evan recently graduated from Xavier University with a bachelor’s degree in finance. He was heavily involved at school as a part of Xavier’s D’Artagnan Capital Fund, a student-run equity group, where he served as a sector analyst, sector manager, and Chief Financial Officer during his senior year. Evan plans to focus on the financial planning and advisory space as he grows his knowledge.
Evan enjoys helping people with their financial needs and providing excellent service to clients to make them feel at ease. He takes pride in knowing that every client can feel confident that they have a strong group of talented individuals serving on their behalf at all times.
In his free time, Evan enjoys playing and watching sports, particularly football, basketball, and soccer. He regularly plays in a recreational soccer league with his friends and is an avid golfer, either at the range or on the course. Additionally, he likes to listen to music as much as he can, with country and rock being his favorite genres.