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Evan L. Wolk, Financial Advisor serving the Delray Beach, FL area - Ameriprise Advisors

Evan L. Wolk

APMA, CRPC

Financial Advisor

Shining Sea Private Wealth
22
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Investments
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelor of Arts in International Economics, George Washington University, 1989

Awards & recognition

  • Shining Sea Private Wealth, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Advisor, Securities America, 2020 to 2021
  • Financial Advisor, KMS Financial Services, 2013 to 2020
  • Financial Advisor, 1st Worldwide Financial Partners, 2006 to 2013
  • Financial Advisor, Smith Barney/Citigroup, 2004 to 2006
  • Investment Advisor, UBS Financial Services, 2002 to 2004

Community participation

  • Chairman, Parkland Chamber of Commerce, 2006 to 2019
  • South Florida Youth Lacrosse - Referee
  • US Soccer Federation - Referee
  • FHSAA - Referee

Interests

Refereeing girls' lacrosse and soccer.

Fostering puppies.

Spending time with my family and friends.