Cfp® Bruce Evans

Managing Director Investments at Benjamin F. Edwards & Co.

Bruce Evans, CFP®, has extensive work experience in the financial industry. Bruce is currently serving as the Managing Director - Investments at Benjamin F. Edwards & Co. since March 2017. Prior to this, they worked for Wells Fargo Advisors as the Senior Vice President - Investment Officer from January 2008 to March 2017. Bruce also gained valuable experience as a Financial Advisor at A.G. Edwards & Sons, Inc. from July 1997 to January 2008.

Bruce Evans, CFP®, holds a Master of Business Administration degree from the University of Tennessee at Martin, which they obtained from 1991 to 1992. Prior to that, they also completed their Bachelor of Science degree in Business Administration with a focus on Economics & Finance from the same institution, from 1987 to 1991. In addition to their academic achievements, Bruce has obtained various certifications, including the Series 63 and Series 7 certifications in 1997. Bruce also holds a California Insurance License. Furthermore, Bruce has been recognized as a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional in 2007.

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Timeline

  • Managing Director Investments

    March, 2017 - present