Elizabeth (Lizzie) Evans, CFP®
Managing Partner at Evans May Wealth- Claim this Profile
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Spanish Limited working proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Certified Financial Planner (CFP)
CFP BoardJan, 2014- Nov, 2024 -
Series 66
NASAA -
Series 7
FINRA
Experience
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Evans May Wealth
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United States
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Financial Services
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1 - 100 Employee
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Managing Partner
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Jun 2019 - Present
As a registered independent advisory firm with decades of experience, the Evans May Wealth team and I specialize in providing wealth planning for families, executives, and business owners. By transitioning to an independent practice, we’re excited to better serve our clients by offering access to an unencumbered and truly open investment universe with cutting-edge technology. Our Certified Financial Planner designations make us uniquely equipped to provide comprehensive wealth management strategies with the highest fiduciary standard. As a young, experienced team, we know we have the longevity to see our clients through retirement and we look forward to carrying this mission forward for many years to come.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President, Wealth Management Advisor
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Jan 2012 - Jun 2019
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Cintra
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Spain
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Civil Engineering
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200 - 300 Employee
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Financial Analyst
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Feb 2011 - Jan 2012
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KPMG
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Canada
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Accounting
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700 & Above Employee
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Advisory Associate
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Oct 2009 - Feb 2011
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Education
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2005 - 2009
Indiana University - Kelley School of Business
Bachelor's Degree, Finance and International Business Dual Major, Spanish Minor
Community
