As the founder and CEO of Fortuna Wealth and a financial advisor with Raymond James, Evan applies his 20-plus years of industry experience to provide his clients with customized, holistic financial planning geared toward their unique lives and goals.
Evan focuses on guiding clients through all of life’s phases, from implementing investment strategies designed to address their long-term goals to their day-to-day needs in retirement or on their way to retirement. To provide clients with the best possible support as they pursue their long- and short-term goals, Evan follows a disciplined process of assessing each client’s financial picture, determining their risk tolerance, and then building and executing an investment plan designed to align with their specific needs. As they move forward, he reviews their plans and periodically meets with them to review their portfolios, assess their goals, and makes adjustments whenever necessary to help ensure they remain on track to achieving their objectives.
Evan is a CERTIFIED FINANCIAL PLANNER® professional, showing his dedication to meeting the CFP Board’s continuous education requirements and practicing with high ethical standards. A distinguished advisor, Evan is also a Chartered Retirement Planning Counselor℠ and a Certified Wealth Strategist.
Another testament to Evan’s knowledge and hard work, Evan was named on the 2023, 2024 and 2025 Forbes Best-In-State Top Wealth Advisors. Evan was also named to the 2022 through 2025 Advisor Hub’s list of 1000 Advisors to Watch. Prior to joining Raymond James in 2019, Evan served as senior vice president and financial advisor with The Mayer Group at SunTrust Investment Services.
Another testament to Evan’s knowledge and hard work, Evan was named on the 2023, 2024 and 2025 Forbes Best-In-State Top Wealth Advisors. Evan was also named to the 2022 through 2025 Advisor Hub’s list of 1000 Advisors to Watch. Prior to joining Raymond James in 2019, Evan served as senior vice president and financial advisor with The Mayer Group at SunTrust Investment Services.
*The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.
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.
**The 2025 AdvisorHub 100 Next Gen Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2023 – 12/31/2024, and was released on 6/18/2025. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,972 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with AdvisorHub.
***The 2022 AdvisorHub 50 Solo Practice Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years' experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 117 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.