Bruce Evans, CFP®

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Managing Director
Benjamin F. Edwards - Germantown, TN
1468 Kimbrough Rd
Ste 101
Germantown, TN 38138

bruce.evans@benjaminfedwards.com
Phone: 901-236-0910

CA License #0E35253

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor and facilitated the opening of our Germantown office. I began my financial services career in 1997, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my wife, Jill, and our two daughters—Holly and Claire. I enjoy biking, hunting, playing golf and skiing. I’m also a sports fan of the University of Tennessee, Tennessee Titans, Memphis Grizzlies and St. Louis Cardinals.

AREAS OF CONCENTRATION

  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Insurance Planning
  • Investment Strategies
  • Portfolio Management
  • Retirement Planning Strategies
  • Wealth Management

EDUCATION AND CREDENTIALS

  • The University of Tennessee at Martin, Master of Business Administration Degree
  • The University of Tennessee at Martin, Bachelor of Science Degree in Business Administration
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 2007

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 6-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S.