Financial Advisor
Current
Aug 2021 - Present
AeroLeads people directory · profile
Grace Speckman, Cfp® Email & Phone Number
Financial Advisor - I like helping successful people achieve their financial goals
at
Evans May Wealth
1 work email found
@evansmay.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor - I like helping successful people achieve their financial goals
Location
Carmel, Indiana, United States
Who is Grace Speckman, Cfp®? Overview
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Quick answer
Grace Speckman, Cfp® is listed as Financial Advisor - I like helping successful people achieve their financial goals at Evans May Wealth, based in Carmel, Indiana, United States. AeroLeads shows a work email signal at evansmay.com and a matched LinkedIn profile for Grace Speckman, Cfp®.
Grace Speckman, Cfp® previously worked as Financial Advisor at Evans May Wealth and Registered Senior Wealth Associate at Evans May Wealth. Grace Speckman, Cfp® holds Bachelor Of Arts (B.A.), Psychology, Economics from Butler University.
Company email context
Email format at Evans May Wealth
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*@evansmay.com
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Profile bio
About Grace Speckman, Cfp®
My clients have worked hard to build their wealth. I work hard to protect and maximize it through tailored investments, financial planning, and strategic wealth management solutions. I hold the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as a bachelor’s degree in Psychology and Economics from Butler University. I have a passion for working with equestrians and those involved in all things equine. Being a lifelong hunter/jumper myself, I understand firsthand the financial considerations and complexities of owning, riding, and competing. Check out my podcast, "Get To It With Grace", where I break down current market activity, investment strategies, finance jargon... you name it!... in an easy to understand format.- Listen on Spotify: https://open.spotify.com/show/3kyuZpMdmzyBxtbmUHB1Sy - Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/get-to-it-with-grace/id1617098509 - Watch on YouTube: https://www.youtube.com/channel/UCX-r62CXz4uzLXq9mN6t5tQ
Listed skills include Recruiting, Social Networking, Market Research, Microsoft Office, and 6 others.
Current workplace
Grace Speckman, Cfp®'s current company
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8 roles
Grace Speckman, Cfp® work experience
A career timeline built from the work history available for this profile.
Registered Senior Wealth Associate
Jun 2019 - Aug 2021
Registered Client Associate - The Evans May Group
Prior to moving to the independent advisory space, I worked directly with two financial advisors and three client associates with The Evans May Group. Together we served 225 families and managed $750 million in client assets. Tasks included:► Oversaw client review process for 200+ households: ensured annual review requirement was met and documented.
Sep 2017 - Jun 2019
Senior Project Manager
Building on my skills and responsibilities as a project manager, I executed complex projects autonomously and ensured team members were engaged, meeting project specifications, and understood the big picture view of the account. Tasks included:► Managed client relationship and served as day-to-day client contact at VP level and below► Supervised internal.
Jul 2016 - Sep 2017
Project Manager I/Ii
As a project manager, I acted as the core team leader on small and large international and domestic customer experience programs. Project Manager I from May 2014-May 2015. Project Manager II from May 2015-July 2016. Tasks included:► Executed processes, communications, and documentation from planning phase through completion to ensure program success►.
May 2014 - Jul 2016
Assistant Project Manager
As an assistant project manager, I helped ensure project specifications were met on international and domestic customer experience programs. Tasks included:► Managed day-to-day communication with clients and internal teams ► Coordinated survey design and launch process► Managed translation process, as needed on global projects ► Worked with data management.
May 2013 - May 2014
Research Assistant- Dr. Alison O'Malley Research Lab
I contributed to Industrial/Organizational Psychology research at Butler University. Duties included designing research methodology, executing experiments, facilitating data collection, and conducting statistical analyses. I also assisted in developing an experiment to evaluate affective forecasting and predicted future satisfaction of women planning to.
Jan 2012 - May 2013
Marketing Intern
- Duties: Developed and executed email subject-line research project to increase website traffic and email open rates, assisted in interpretation of Google Analytics data, designed and wrote copy for promotional.
- Skills Acquired: Project management, analytics
May 2012 - Aug 2012
1 education record
Grace Speckman, Cfp® education
-
Butler University
FAQ
Frequently asked questions about Grace Speckman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Grace Speckman, Cfp® work for?
Grace Speckman, Cfp® works for Evans May Wealth.
What is Grace Speckman, Cfp®'s role at Evans May Wealth?
Grace Speckman, Cfp® is listed as Financial Advisor - I like helping successful people achieve their financial goals at Evans May Wealth.
What is Grace Speckman, Cfp®'s email address?
AeroLeads has found 1 work email signal at @evansmay.com for Grace Speckman, Cfp® at Evans May Wealth.
Where is Grace Speckman, Cfp® based?
Grace Speckman, Cfp® is based in Carmel, Indiana, United States while working with Evans May Wealth.
What companies has Grace Speckman, Cfp® worked for?
Grace Speckman, Cfp® has worked for Evans May Wealth, Merrill Lynch, Walker Information, Butler University, and Indianapolis Symphony Orchestra.
How can I contact Grace Speckman, Cfp®?
You can use AeroLeads to view verified contact signals for Grace Speckman, Cfp® at Evans May Wealth, including work email, phone, and LinkedIn data when available.
What schools did Grace Speckman, Cfp® attend?
Grace Speckman, Cfp® holds Bachelor Of Arts (B.A.), Psychology, Economics from Butler University.
What skills is Grace Speckman, Cfp® known for?
Grace Speckman, Cfp® is listed with skills including Recruiting, Social Networking, Market Research, Microsoft Office, Powerpoint, Project Management, Microsoft Excel, and Research.
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