Ryan P. Evans, CFP®
Ryan has over 13 years of experience in the finance industry with a background comprising work in both Fortune 100 companies as well as helping individual clients meet their financial goals. Over 10 years of this experience focused on serving clients directly in the financial services arena. After many years of service with a highly regarded local retirement and estate planning firm in Orlando, Ryan formed his own practice. The creation of Evans Financial Partners is not only the fulfillment of a personal goal set many years ago, but more importantly allows Ryan to focus his time, talents, and resources towards helping clients achieve their long term financial goals.
Ryan's educational background began with a Bachelor of Science degree in Business Administration from the University of Florida with a major in Marketing and a minor in Economics. Ryan then returned to the University of Florida and was conferred the Master of Business Administration degree. While achieving the M.B.A. degree Ryan studied Finance, with a special emphasis on securities valuation through the Graham-Buffett Security Analysis concentration. The Graham-Buffett concentration focused its curriculum on Portfolio Theory, Investment Concepts, Asset Allocation, Financial Statement Analysis, and Investment Banking.
Ryan incorporates his prior occupational experience with Fortune 100 companies Darden Restaurants and Wachovia into his current practice. His experience in banking with exposure to both equity and debt products give Ryan a broad platform for him to provide comprehensive financial planning services to his clients. The analytical processes developed while at Darden serve as the backbone of the wealth management experience at Evans Financial Partners.
Ryan offers comprehensive financial planning, corporate and personal investment management, estate planning, and insurance advice. He is focused on providing highly personalized service to his clients and developing long-term relationships based on integrity, trust, knowledge and skill.
Ryan holds several securities licenses (Series 6,7,63 & 66) and offers securities and advisory services through NFP Securities, Inc. (1) Other professional licenses and registrations include: CERTIFIED FINANCIAL PLANNER Designation, Life and Health Insurance and Variable Annuities license with the State of Florida.
Ryan has much in common with his clients; a close knit family, a business to run, a career he is passionate about, and a commitment to his community. He actively supports the region's charities and community organizations to try and pay back what so many others have poured into him. When not representing his clients, Ryan is active with his family (wife Ashli, and children Chapman, McCarron, Addison and Fuller), serving on the capital campaign committee for Summit Church as well as coaching local youth sports teams in baseball, soccer and football.
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