Meet Greg Evans
As an investment advisor representative with more than $230 million in assets under management, I have two priorities: to make a substantial and positive impact on 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.
I specialize in stock research and portfolio risk management, and 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 you.
Professional History
Raymond James – Vice President of Investments, 1997 to present
A.G. Edwards & Sons – Investment Broker, 1987 to 1997
Smith Barney – Account Executive, 1981 to 1987
Education
Towson State University – Bachelor of Arts in Business, 1977
Publications and Media Appearances
Business Week
The Washington Post
The Denver Post
The Boulder Daily Camera
Community Involvement
Sugarloaf Fire Department – Volunteer Firefighter, 1988 to 2003
Sugarloaf Fire Department – Assistant Chief, 1994
Capital Fund & Annual Fund, Shining Mountain Waldorf School – Committee Member, 1998
Sugarloaf Adopt-A-Mile – Participant, 1988 to present
Habitat for Humanity – Volunteer
Guest speaker for 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
Buffettology, Mary Buffett and David Clark
Outstanding Investor Digest, Harry Emerson
Grant's Interest Rate Observer, James Grant