Evan Leroy

Evan Leroy Email and Phone Number

Wealth Advisor at Retirement Income Solutions, Inc. @ Retirement Income Solutions, Inc.
ann arbor, michigan, united states
Evan Leroy's Location
Ann Arbor, Michigan, United States, United States
Evan Leroy's Contact Details

Evan Leroy personal email

Evan Leroy phone numbers

About Evan Leroy

Investment management professional with ten years of experience managing money. Demonstrated ability to convey complex financial concepts to clients and colleagues in a concise manner. Fiercely ambitious, goal-directed, quality conscious and extremely approachable.

Evan Leroy's Current Company Details
Retirement Income Solutions, Inc.

Retirement Income Solutions, Inc.

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Wealth Advisor at Retirement Income Solutions, Inc.
ann arbor, michigan, united states
Website:
risadvisory.com
Employees:
26
Evan Leroy Work Experience Details
  • Retirement Income Solutions, Inc.
    Vice President & Wealth Advisor
    Retirement Income Solutions, Inc. Mar 2018 - Present
    Ann Arbor, Mi
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  • Bank Of Ann Arbor
    Assistant Vice President & 401(K) Relationship Manager
    Bank Of Ann Arbor Jun 2015 - Feb 2018
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  • Old National Bank
    Portfolio Manager
    Old National Bank Aug 2014 - Jun 2015
    Ann Arbor, Mi
    View
  • Old National Bank Acquired United Bank & Trust In August 2014
    Portfolio Manager Analyst
    Old National Bank Acquired United Bank & Trust In August 2014 Feb 2012 - Aug 2014
    Ann Arbor, Mi
    View
  • Fifth Third Bank
    Certified Preferred Banker
    Fifth Third Bank Sep 2009 - Dec 2011
    Ann Arbor, Mi
    View
  • Morgan Stanley Smith Barney
    Financial Advisor
    Morgan Stanley Smith Barney Oct 2008 - Sep 2009
    Livonia, Mi
    View
  • Ameriprise Financial Services, Inc.
    Associate Financial Advisor
    Ameriprise Financial Services, Inc. Jan 2006 - Sep 2008
    Ann Arbor, Mi
    View
  • Geda Pear Llc
    Entrepreneur And Business Owner
    Geda Pear Llc Jun 2005 - Jun 2008
    Kalamazoo, Michigan Area

Evan Leroy Skills

Investments Portfolio Management Finance Asset Allocation Banking Investment Management Mutual Funds Loans Financial Analysis Investment Strategies Equities Strategy Fixed Income Wealth Management Marketing Series 7 Alternative Investments Investment Advisory Financial Modeling Financial Planning Crm Performance Attribution Strategic Financial Planning Uniform Combined State Law Finra Series 66 Series 31

Evan Leroy Education Details

Frequently Asked Questions about Evan Leroy

What company does Evan Leroy work for?

Evan Leroy works for Retirement Income Solutions, Inc.

What is Evan Leroy's role at the current company?

Evan Leroy's current role is Wealth Advisor at Retirement Income Solutions, Inc..

What is Evan Leroy's email address?

Evan Leroy's email address is ev****@****ail.com

What is Evan Leroy's direct phone number?

Evan Leroy's direct phone number is +173466*****

What schools did Evan Leroy attend?

Evan Leroy attended University Of Michigan - Stephen M. Ross School Of Business, University Of Michigan.

What are some of Evan Leroy's interests?

Evan Leroy has interest in Cooking, Investing, Reading, Gourmet Cooking, Collecting.

What skills is Evan Leroy known for?

Evan Leroy has skills like Investments, Portfolio Management, Finance, Asset Allocation, Banking, Investment Management, Mutual Funds, Loans, Financial Analysis, Investment Strategies, Equities, Strategy.

Who are Evan Leroy's colleagues?

Evan Leroy's colleagues are Lynn Bishop, Cameron Chapell, Aaron Tanner, Carmen Chapman, Karen Chapell, Todd Kephart, Cfp®, Brandon Brown.

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