About Greg Evans

An investment advisor representative with more than $245 million in assets under management, I have two priorities: to make a substantial and positive difference in my clients’ financial well-being and, in the process, to help them achieve their financial goals. I am committed to conducting business in an honest, ethical and prudent manner while providing superior service, comprehensive financial planning, and thoroughly researched investment opinions and advice.

Although I specialize in stock research, I believe an investment strategy should be part of an overall financial plan that covers everything from insurance needs and estate planning to saving for children’s education, retirement funding and contingency planning in the event of discontinuity of employment. I am part of a full-service team of professionals who can implement a comprehensive plan for each client.

Employment background

Raymond James & Associates, vice president of investments, 1997 to present
A.G. Edwards & Sons, investment broker, 1987 to 1997
Smith Barney, account executive, 1981 to 1987

Educational background

Towson State University, bachelor of arts, business, 1977

Articles and interviews

- The Boulder Daily Camera
- The Washington Post

Organization and community service background

- Volunteer firefighter, Sugarloaf Fire Department, 1988 to present
- Assistant chief, Sugarloaf Fire Department, 1994
- Capital Fund & Annual Fund, Shining Mountain Waldorf School, committee member, 1998
- Participated in Sugarloaf Adopt-A-Mile program, 1988 to present

I am also a frequent guest speaker at civic and professional organizations, investment clubs and investment seminars.

Greg’s recommended reading list

- The Intelligent Investor, Benjamin Graham
- The Making of an American Capitalist, Roger Lowenstein
- One up on Wall Street, Peter Lynch
- Common Stocks, Uncommon Profits, Phil Fischer