Amy L. Evans

Amy L. Evans Email and Phone Number

Senior VP Client Relationship & Business Dev Manager | Wealth Management @ Richard C. Young & Co., Ltd.
5150 Tamiami Trail North Suite, 400,United States
Amy L. Evans's Location
Naples, Florida, United States, United States
Amy L. Evans's Contact Details

Amy L. Evans personal email

Amy L. Evans phone numbers

About Amy L. Evans

Amy L. Evans is a Senior VP Client Relationship & Business Dev Manager | Wealth Management at Richard C. Young & Co., Ltd.. She possess expertise in wealth management, investment strategies, asset allocation, investments, portfolio management and 28 more skills.

Amy L. Evans's Current Company Details
Richard C. Young & Co., Ltd.

Richard C. Young & Co., Ltd.

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Senior VP Client Relationship & Business Dev Manager | Wealth Management
5150 Tamiami Trail North Suite, 400,United States
Website:
younginvestments.com
Employees:
9
Amy L. Evans Work Experience Details
  • Richard C. Young & Co., Ltd.
    Senior Vice President Client Relationship And Business Development Manager
    Richard C. Young & Co., Ltd. Jan 2014 - Present
    Naples, Florida Area
    • Review asset allocation and assess client needs to ensure portfolios are invested in accordance with each client’s goals and risk tolerance on an ongoing basis.• Delegate client needs and requests to the appropriate staff.• Review quarterly reports and performance. • Support new business development activities and promotions. • Review the firm's services and investment philosophy with prospective clients.
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  • Richard C. Young & Co., Ltd.
    Senior Vice President / Client Relationship Manager
    Richard C. Young & Co., Ltd. Jan 2007 - Jan 2014
    Newport, Ri
  • Richard C. Young & Co., Ltd.
    Vice President / Client Relationship Manager
    Richard C. Young & Co., Ltd. Jan 2003 - Jan 2007
    Newport, Ri
  • Richard C. Young & Co., Ltd.
    Head Trader
    Richard C. Young & Co., Ltd. Jan 2002 - Jan 2003
    Newport, Ri
  • Richard C. Young & Co., Ltd.
    Assistant Trader
    Richard C. Young & Co., Ltd. Jul 2001 - Jan 2002
    Newport, Ri
    • Responsible for daily processing of trade executions and appropriate follow up.• Maintain client portfolio data records and trading documentation in compliance with the firm’s guidelines and regulatory requirements.• Work closely with the head trader, custodians and client relationship managers as appropriate.
  • Richard C. Young & Co., Ltd.
    Intern
    Richard C. Young & Co., Ltd. May 2001 - Jul 2001
    Newport, Ri

Amy L. Evans Skills

Wealth Management Investment Strategies Asset Allocation Investments Portfolio Management Investment Advisory Fixed Income Asset Management Mutual Funds Financial Analysis Equities Financial Services Finra 63 And 65 Certified Investment Management Retirement Planning Financial Advisory Retirement Management Securities Data Analysis Microsoft Excel Customer Relationship Management Business Development Client Relations Client Services Databases Spread Business Relationship Management Data Entry Data Management Database Administration Financial Reporting Finance

Amy L. Evans Education Details

Frequently Asked Questions about Amy L. Evans

What company does Amy L. Evans work for?

Amy L. Evans works for Richard C. Young & Co., Ltd.

What is Amy L. Evans's role at the current company?

Amy L. Evans's current role is Senior VP Client Relationship & Business Dev Manager | Wealth Management.

What is Amy L. Evans's email address?

Amy L. Evans's email address is amylevans@me.com

What is Amy L. Evans's direct phone number?

Amy L. Evans's direct phone number is +140184*****

What schools did Amy L. Evans attend?

Amy L. Evans attended University Of Rhode Island.

What skills is Amy L. Evans known for?

Amy L. Evans has skills like Wealth Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Investment Advisory, Fixed Income, Asset Management, Mutual Funds, Financial Analysis, Equities, Financial Services.

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