ADVISOR BIO

Evan Crawford is a financial advisor at Morgan Stanley in Palo Alto, California. Evan has been in the financial services industry since 2012 and has a Series 66, Series 7 and SIE license. Evan is registered to offer investment advice in 33 states and the District of Columbia. Evan specializes in providing financial planning, asset allocation advice, pension consulting and portfolio management for businesses, individuals and investment companies.

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ADVISOR BIO

Evan Rohrbough is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Evan has been in the industry since 1976 and has a broad range of experience serving individual clients and businesses. Evan's firm manages assets for a variety of clients including individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. The firm also offers financial planning, pension consulting, and portfolio management services. Evan is licensed to provide financial services in many states across the US.

SPECIALIZATIONS

ADVISOR BIO

Evan Ocepek is a financial advisor currently registered with Osaic Wealth, Inc.. Evan has been in the industry since January 9, 2011 and is currently licensed in 28 states. Evan has a CFP designation. Evan is also a partner with Murphy Financial Services, Inc. and holds an insurance license.

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ADVISOR BIO

Evan Press is a financial advisor with Equitable Advisors, LLC, registered to provide investment advice in 24 states and the District of Columbia. Evan has been in the industry since April 2003, and has a strong background in financial planning and portfolio management. Evan is dedicated to helping clients reach their financial goals.

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ADVISOR BIO

Evan King is an investment advisor representative at Moneta Group Investment Advisors, LLC. Evan has been in the industry since November 7, 2019, and holds the Series 7TO, Series 66, and SIE licenses. Evan is registered with the state of California as both a Broker-Dealer and Investment Advisor, and in Colorado, Oregon, Texas, and Washington as a Broker-Dealer. Evan has previously worked at TD Ameritrade, Inc. and Charles Schwab & Co., Inc..

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ADVISOR BIO

Evangeline Pascual is a registered representative with Wells Fargo Clearing Services, LLC. Evangeline has been in the industry since February 13, 2019. Evangeline has passed the Series 63, Series 6TO and SIE exams. Evangeline is registered in California. Evangeline works at the branch office located in SANTA CLARA, CA.

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ADVISOR BIO

Evans Y Lam is a financial advisor with UBS Financial Services Inc. based in PASADENA, CA. Evans Y Lam has been in the industry since 1991 and has a wide range of experience in the financial services industry. Evans Y Lam holds multiple licenses and registrations, including Series 3, Series 7, Series 63, and Series 65. Prior to joining UBS Financial Services Inc. Evans Y Lam worked for CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Evans Y Lam also serves as a Director for KIANGSU-CHEKIANG-SHANGHAI-767 N. HILL STREET, LOS ANGELES, CA and is a Trustee for the University of Rochester. Evans Y Lam also serves as a Member of the Board of Directors for the MORNING LIGHT FOUNDATION. Evans Y Lam specializes in working with individuals, businesses, corporations, high-net-worth individuals, pensions, and charitable organizations.

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ADVISOR BIO

Evanya Jean Skelly is a financial professional with Stifel, Nicolaus & Company, Inc. with experience in the financial services industry. Evanya is licensed in 26 states and has experience in various areas of financial planning and portfolio management for individuals and businesses.

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ADVISOR BIO

Eve Muradyan is a registered representative at J.P. Morgan Securities LLC. Eve has been in the securities industry since March 2021. Eve holds a Series 63, Series 6TO, and SIE license. Eve is currently registered in California.

SPECIALIZATIONS

ADVISOR BIO

Evelyn Walker is a registered representative with J.p. Morgan Securities LLC. Evelyn has been in the financial services industry since December 30, 2013. Evelyn has a Series 6, Series 7TO, Series 63, and Series 66 license. Evelyn is also a registered investment advisor representative in the state of California. Evelyn has experience working with individual investors, high-net-worth individuals, and institutions. Evelyn provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Evelyn is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS