Evan Whittle is the Complex Manager for the downtown St. Petersburg Raymond James & Associates office. For more than 15 years, it has been his pleasure to serve the financial needs of high-net worth individuals and families in St. Petersburg, as well as around the country. He specializes in creating legacy plans to help meet his clients' specific needs. For the past 12 years, Evan has also worked in a management capacity. His goal is to make sure his branch is considered an example of how a financial services branch should operate. He does this by putting the needs of the client first and by retaining and recruiting only the finest financial professionals. As a Branch Manager, Evan is always looking to add high-quality financial advisors to the branch.
Evan lives in St. Petersburg and is very active in the community. He is a Past President of The Florida Securities Dealers Association and is a two time Chairman of the Board for American Stage, Tampa Bay’s oldest professional theater. Evan is also a past board member of the Morean Arts Center, and past president of The Zodiac Club (young professional supporters of the Dali Museum).
Evan graduated from The Pennsylvania State University with a degree in economics and is also a graduate of the Wharton School/Security Industry Association's Securities Industry Institute. Evan is a CERTIFIED FINANCIAL PLANNER™ practitioner.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.