Evan Jones
Senior Relationship Manager
- Role
- Senior Relationship Manager, Vice President at Merrill Lynch
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Evan Jones
Evan Jones is a Senior Relationship Manager within the Seamen & Associates Group at Merrill in Raleigh, North Carolina. Prior to joining Merrill in 2014, he earned a bachelor\'s degree in finance from North Carolina State University. Evan brings to the table a unique combination of tenured experience and longevity as the youngest member of his multi-generational team. Because of this, he is suited to servicing both the immediate and long-term financial goals of his clients. Evan is dedicated to thoroughly understanding the specific priorities of the individuals and families that he works with. Evan holds the CERTIFIED FINANCIAL PLANNER® certification.Outside of the office, Evan enjoys working out at the Triangle Area YMCAs, is actively involved with F3 and attends Church on Morgan United Methodist Church.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Experience
Senior Relationship Manager, Vice President
Jun 2014 — Present
Education
North Carolina State University
Bachelor's Degree
2011 — 2014
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