Evan Roberts
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management | Hanover, New Hampshire, United States
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Evan Roberts currently serves as a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, where he leverages his extensive experience in estate and retirement planning services to provide comprehensive financial solutions for high-net-worth clients. With a solid foundation built over three years at a leading wealth management firm, Evan has honed his expertise in crafting personalized strategies that align with the unique goals and aspirations of individuals and businesses alike. His proficiency in high-net-worth portfolio management allows him to navigate complex investment landscapes, ensuring that clients not only preserve their wealth but also enhance it over time.
At Merrill Lynch, Evan is deeply involved in key projects that focus on integrating innovative investment strategies with robust employee benefit and business planning solutions. He works closely with clients to develop tailored retirement plans that address their specific needs, while also considering the intricacies of insurance and risk management. By taking a holistic approach to wealth management, Evan aims to empower clients to achieve their financial objectives and secure their legacies for future generations.
As a member of the Merrill Lynch team, Evan is committed to fostering long-term relationships built on trust and transparency. His dedication to continuous learning and staying abreast of industry trends enables him to provide insightful advice that adapts to the ever-evolving financial landscape. Whether guiding clients through retirement planning or optimizing their investment portfolios, Evan Roberts is passionate about enhancing the lifestyles of those he serves, making him a vital asset in the world of wealth management.
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management in April 2015 to November 2024
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Estate and Retirement Planning Services
High Net Worth Portfolio Management
Investment Advisor
Employee Benefit and Business strategies
Retirement
Insurance
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What is Evan Roberts email address?
Email Evan Roberts at [email protected]. This email is the most updated Evan Roberts email found in 2026.
How to contact Evan Roberts?
To contact Evan Roberts send an email to [email protected]. (updated on October 29, 2024)
What company does Evan Roberts work for?
Evan Roberts works for Merrill Lynch Wealth Management
What is Evan Roberts's role at Merrill Lynch Wealth Management?
Evan Roberts is Senior Financial Advisor, Vice President
What is Evan Roberts's Phone Number?
Evan Roberts's phone (603) ***-*178
What industry does Evan Roberts work in?
Evan Roberts works in the Financial Services industry.
Evan Roberts Email Addresses
Evan Roberts Phone Numbers
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