Bruce Evans CFP^®

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 hunting, fishing, golf, snow skiing, and playing acoustic guitar. 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 PLANNER^TM (CFP®) professional, 2007

CA License #0E35253