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Evan Roberts, Financial Advisor serving the Knoxville, TN area - Ameriprise Advisors

Evan Roberts

Financial Advisor

Vantage Point Financial Planning
Client Satisfaction 5.0 / 5 rating based on 1 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance

Education

  • Bachelor of Science, 2021, Finance, Tennessee Tech University, Cookeville, TN

Awards & recognition

  • Vantage Point Financial Planning, Forbes Best-in-State Wealth Management Teams, 2024
  • Vantage Point Financial Planning, Ameriprise Client Experience Award, 2020-2022

Honored to be recognized in Forbes

I’m excited to share that Vantage Point Financial Planning has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.