Tejaswi Patel Email & Phone Number

Tejaswi S. Patel (Tej, President and CEO of Evyavan Advisory Services has been in the financial services industry for over 27 years. He has served as Vice President for the Private Wealth Management group at Deutsche Bank, and prior to his time at Deutsche Bank, he served as Vice President at First Union Securities (now Wells Fargo). Through his experience, he has acquired valuable skills, developed key network and industry connections, and formed insightful investment perspectives.When he founded Evyavan Advisory Services in 2003, he made a vow to reinvent the way clients experience wealth management. Tej offers the following: a truly personalized approach, custom tailored portfolios, and an independent investment policy. Dedicated to serving the unique needs of high net-worth individuals and families of Indian and South Asian origin, Tej understands the unique tax, professional, and legal challenges that one could face. Over the course of his career, Tej has developed the knowledge and experience to create strategies for complex needs.Tej’s formal education includes a Master of Science in Engineering Management Studies from Drexel University, as well as a Bachelor of Science degree in Electrical Engineering (Instrumentation & Control) from India.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Interpersonal Communication, Portfolio Management, Strategic Leadership, Wealth Management, and 3 others.