Evan Graham, SIE, Client Service Associate
Evan works closely with the Financial Consultants Group advisory team to support client families and help ensure they receive attentive, responsive service throughout their relationship with the firm. Working alongside Wealth Advisor Carson Greene, Evan assists with client needs, account servicing, meeting preparation, and the ongoing coordination required to help each family's financial plan stay organized and on track.
Prior to joining Financial Consultants Group, Evan gained experience in the wealth management industry as a Financial Advisory Intern with Canton Wealth Partners. In that role, he worked alongside the firm's managing partners, participated in client meetings, assisted with relationship management and business development, and gained firsthand exposure to the financial planning and investment management process.
Evan also brings experience in research, writing, communication, and relationship development from previous roles with Lead5 and Perfect Game. That varied background has helped him develop strong interpersonal and analytical skills, along with an appreciation for the importance of listening carefully and communicating clearly.
Evan successfully completed the Securities Industry Essentials (SIE) examination and continues to expand his knowledge of financial planning and wealth management. He plans to pursue the CFP® certification as he builds his career in the profession.
Evan believes financial planning should ultimately help clients feel more confident about their financial position and give them greater freedom to pursue the people, experiences, and priorities that bring meaning to their lives. He enjoys developing relationships with the families he serves and contributing to the collaborative, client-focused approach of the Financial Consultants Group team.
Outside of the office, Evan enjoys watching sports, spending time with his former college teammates, and being actively involved in his church community.
Let us help you achieve peace of mind.
Our team of financial planners operates on a fee-only basis and upholds the fiduciary standard. This ensures that the recommendations they provide are always aligned with your best interests and financial well-being.
Let us help you achieve peace of mind.
Our team of financial planners operates on a fee-only basis and upholds the fiduciary standard. This ensures that the recommendations they provide are always aligned with your best interests and financial well-being.
Let us help you achieve peace of mind.
Our team of financial planners operates on a fee-only basis and upholds the fiduciary standard. This ensures that the recommendations they provide are always aligned with your best interests and financial well-being.
