Andy Evans
President of Wealth Management | Partner at Astra Wealth Management | Plano, Texas, United States
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As the President of Wealth Management and a Partner at Astra Wealth Management, Andy Evans brings a wealth of expertise and a client-centric philosophy to the firm. With a robust background in finance and investment strategies, Andy leads a dedicated team of seasoned professionals committed to delivering tailored wealth management solutions. His extensive experience in securities, retirement planning, and estate planning strategies positions him as a trusted advisor for clients navigating the complexities of financial growth and preservation.
Under Andy's leadership, Astra Wealth Management has undertaken several key projects aimed at enhancing client engagement and service delivery. One notable initiative is the development of a comprehensive financial wellness program that empowers clients—ranging from high-net-worth individuals to ambitious young professionals—to take charge of their financial futures. This program emphasizes personalized asset allocation and investment strategies, ensuring that each client’s unique goals and risk tolerance are met with precision.
Andy’s modern approach to wealth management integrates cutting-edge technology with traditional financial principles, allowing clients to benefit from real-time insights and proactive portfolio management. His commitment to being a fiduciary means that every recommendation is made with the client's best interests at heart, fostering long-term relationships built on trust and transparency. As Astra continues to grow, Andy remains focused on innovation and excellence, ensuring that the firm not only meets but exceeds the expectations of those it serves. For more information about Astra Wealth Management and its comprehensive services, visit [Astra Wealth Management](https://www.astrawmg.com/).
President of Wealth Management | Partner at Astra Wealth Management in June 2021 to Present
Director at Evans Hawkins Darden Wealth Partners in May 2019 to June 2021
Senior Vice President- Investment Officer at Wells Fargo Advisors in April 2014 to May 2019
Vice President- Investments at Wells Fargo Advisors in May 2011 to March 2014
Vice President- Investments at RBC Capital Markets in September 2002 to April 2011
Vice President- Financial Advisor at Morgan Stanley in January 1994 to August 2002
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Securities
Investments
Retirement
Retirement Planning
Estate Planning Strategies
Investment Strategies
Asset Allocation
Finance
Mutual Funds
401k Planning
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Discover more about Astra Wealth ManagementWhat is Andy Evans email address?
Email Andy Evans at [email protected]. This email is the most updated Andy Evans email found in 2026.
What is Andy Evans phone number?
Andy Evans phone number is +19364336111 and +13039057261.
How to contact Andy Evans?
To contact Andy Evans send an email to [email protected]. If you want to call Andy Evans try calling on +19364336111 and +13039057261. (updated on November 04, 2024)
What is Andy Evans net worth?
Andy Evans has an estimated net worth of $150,000 to $249,999
What company does Andy Evans work for?
Andy Evans works for Astra Wealth Management
What is Andy Evans's role at Astra Wealth Management?
Andy Evans is President of Wealth Management | Partner
What industry does Andy Evans work in?
Andy Evans works in the Financial Services industry.
Andy Evans Email Addresses
Andy Evans Phone Numbers
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