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Daniel Evans, Cfp® Email & Phone Number

Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors
Location: Greater Houston, United States, United States 3 work roles 1 school
2 work emails found @wellsfargoadvisors.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email d****@wellsfargoadvisors.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor at Wells Fargo Advisors
Location
Greater Houston, United States, United States
Company size

Who is Daniel Evans, Cfp®? Overview

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Quick answer

Daniel Evans, Cfp® is listed as Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors, a company with 14520 employees, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Daniel Evans, Cfp®.

Daniel Evans, Cfp® previously worked as Financial Advisor at Wells Fargo Advisors and Financial Advisor at Merrill Lynch. Daniel Evans, Cfp® holds Bachelor Of Arts, Major In Advertising from University Of North Texas.

Company email context

Email format at Wells Fargo Advisors

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*@wellsfargoadvisors.com
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AeroLeads found 2 current-domain work email signals for Daniel Evans, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Daniel Evans, Cfp®

My background is in Marketing and Analytics, my passion is in helping people. By joining the Evans Financial Strategies Group of Wells Fargo Advisors, I get the privilege of using my experience to help families and individuals achieve their financial goals.Following in the legacy of my father, who started our practice in 1978, I continue to educate and assist families in building, managing, preserving and transitioning wealth.I am proud of the foundation built before me and honored to serve the families and individuals I work with. Trust and Integrity are the cornerstones in my relationships and what drives my passion to reach people in need of financial guidance.My process begins by listening to you. I want to understand your current situation, past experiences, future goals and objectives. I will then take the information you have shared with me, study, test, analyze and model to develop strategies designed to help prepare you for those goals and objectives. Once presented and with your permission, I will implement these strategies in an independent, objective, unbiased, cost effective manner. I will continue to monitor and evaluate your progress along the way making adjustments when material changes in markets, laws or in your personal life dictate.This information is intended for use only by residents of AL, AR, CA, CO, DE, LA, MO, OK, PA, TN, TX./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Current workplace

Daniel Evans, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Wells Fargo Advisors
Wells Fargo Advisors
Financial Advisor at Wells Fargo Advisors
1 North Jefferson Ave., St. Louis,Missouri 63103,United States
Employees
14520
AeroLeads page
3 roles · 20 years

Daniel Evans, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Merrill Lynch
2014 - 2015 ~1 yr

Data Analyst Manager

Meredith Corporation
2006 - 2013 ~7 yrs
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 14520 employees →

1 education record

Daniel Evans, Cfp® education

  • University Of North Texas
    University Of North Texas
    Major In Advertising
FAQ

Frequently asked questions about Daniel Evans, Cfp®

Quick answers generated from the profile data available on this page.

What company does Daniel Evans, Cfp® work for?

Daniel Evans, Cfp® works for Wells Fargo Advisors.

What is Daniel Evans, Cfp®'s role at Wells Fargo Advisors?

Daniel Evans, Cfp® is listed as Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors.

What is Daniel Evans, Cfp®'s email address?

AeroLeads has found 2 work email signals at @wellsfargoadvisors.com for Daniel Evans, Cfp® at Wells Fargo Advisors.

Where is Daniel Evans, Cfp® based?

Daniel Evans, Cfp® is based in Greater Houston, United States, United States while working with Wells Fargo Advisors.

What companies has Daniel Evans, Cfp® worked for?

Daniel Evans, Cfp® has worked for Wells Fargo Advisors, Merrill Lynch, and Meredith Corporation.

Who are Daniel Evans, Cfp®'s colleagues at Wells Fargo Advisors?

Daniel Evans, Cfp®'s colleagues at Wells Fargo Advisors include Raquel Nalo, Michael Hanlon, Betty King, Cfp®, Susan Pangborn, and Raymond Anaya.

How can I contact Daniel Evans, Cfp®?

You can use AeroLeads to view verified contact signals for Daniel Evans, Cfp® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Daniel Evans, Cfp® attend?

Daniel Evans, Cfp® holds Bachelor Of Arts, Major In Advertising from University Of North Texas.

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