Jeffrey Evans

Vice President | Financial Advisor

Jeffrey Evans, CEBS®, CIMA®, is currently a vice president and financial advisor at CAPTRUST Financial Advisors in Pennsylvania’s Lehigh Valley, specializing in retirement plan consulting and investment advisory services. With significant experience advising clients on defined contribution, defined benefit, and non-qualified deferred compensation plans, they are part of a recognized team that has earned honors on several prominent industry lists. Prior to their role at CAPTRUST, Jeffrey held positions such as managing director at MFP Strategies and senior retirement plan consultant at Molewski Financial Partners. They graduated with a Bachelor of Science degree in accounting from the University of Scranton.

Location

Allentown, United States

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