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Our financial advice team


Jeffrey N Evans

Jeffrey N Evans

CFP®

Financial Advisor

Evans & Associates
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies

Interests

  • Playing with my grandsons Ryder & Trake
  • Singing and music
  • Traveling with family and friends
  • Great food and wine
  • Preserving the EVANS family tradition - 3 generations with Ameriprise Financial Services

Awards & recognition

  • Ameriprise Diamond Ring Award winner, 2011

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner

Community participation

Member - Avery United Methodist Church, Annual sponsor of Pet Search Inc, Washington PA Community Theatre contributor, and supporter of Harmony House Childrens Advocacy Center in Wheeling, WV.

  • US Army War College - National Security Seminar 2011