Evelyn has been meeting the needs of clients for more than 25 years and has been a pillar of our team since the very beginning. Her commitment to client service and her sharp financial insight guided her career from the retail branch network to her role as Associate Investment Advisor. We believe that our clients value Evelyn's exceptional interpersonal skills and attention to detail when it comes to managing their day-to-day wealth needs.
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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