As the founder and CEO of The Mayer Group and a financial advisor with Raymond James, Evan applies his 15-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 day-to-day needs to helping them create the retirements they envision. 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 regularly monitors their plans and periodically meets with them to review their portfolios, assess their goals, and make 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 higher ethical standards. A distinguished advisor, he is also a Chartered Retirement Planning CounselorSM and a Certified Wealth Strategist. Another testament to Evan’s knowledge and hard work, Bank Investment Consultant magazine named him in their Top 100 Bank Advisors annual listing in 2016, 2017 and 2018*. Prior to joining Raymond James in 2019, Evan served as senior vice president and financial advisor with The Mayer Group at SunTrust Investment Services.
Evan is a native of Coral Springs, Florida, and a graduate of Bellevue University. He loves spending time with his family, and makes it a point to squeeze in a game of golf whenever possible. He is also active in his community through fundraisers and events.
* To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2018 AUM was defined as the amount an advisor had as of Aug. 31, 2018. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2018 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.