Elizabeth (Lizzie) Evans, Cfp® Email and Phone Number
Alongside Brooke May and Ian Flanagan, we founded Evans May Wealth in 2019 to serve as a true fiduciary, offering high-net-worth families and individuals sophisticated wealth management strategies and a world-class client experience. We take a family office approach to providing financial planning, investment management, and tax advisory services.As a young girl, I saw my father sit with families on their best days and worst days serving as a trusted financial advisor at Merrill Lynch for more than 45 years. He made a tremendous impact on their financial lives. My sister passed away at 21 years old, and I learned firsthand how death and grief affect a family. Every day, I wake up grateful to have the opportunity to work alongside our clients to help protect, maximize, and navigate the complexities of their wealth.Our team is passionate, experienced, and devoted to putting you first and equipping you with the strategies to accomplish your financial goals. For more information and to schedule an appointment, please visit evansmay.com.Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Evans May Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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Managing PartnerEvans May WealthIndianapolis, In, Us -
Managing PartnerEvans May Wealth Jun 2019 - PresentCarmel, Indiana, UsAs 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. -
Senior Vice President, Wealth Management AdvisorMerrill Lynch Jan 2012 - Jun 2019New York, Ny, Us -
Financial AnalystCintra Feb 2011 - Jan 2012Madrid, Madrid, Es -
Advisory AssociateKpmg Oct 2009 - Feb 2011Toronto, On, Ca
Elizabeth (Lizzie) Evans, Cfp® Education Details
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Indiana University - Kelley School Of BusinessSpanish Minor
Frequently Asked Questions about Elizabeth (Lizzie) Evans, Cfp®
What company does Elizabeth (Lizzie) Evans, Cfp® work for?
Elizabeth (Lizzie) Evans, Cfp® works for Evans May Wealth
What is Elizabeth (Lizzie) Evans, Cfp®'s role at the current company?
Elizabeth (Lizzie) Evans, Cfp®'s current role is Managing Partner.
What schools did Elizabeth (Lizzie) Evans, Cfp® attend?
Elizabeth (Lizzie) Evans, Cfp® attended Indiana University - Kelley School Of Business.
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