Andrew Evans

Senior Wealth Planning Strategist

Andrew Evans, JD, CEPA®, is a Senior Wealth Planning Strategist at Vanguard, specializing in complex estate planning for Ultra-High Net Worth clients. With over eight years of experience in wealth planning, Andrew has played a pivotal role in developing tailored strategies using sophisticated financial instruments and services. Previously, Andrew served as an Estate, Trust, and Business Attorney, where they established an estate planning practice and advised on estate administration and business succession. Andrew holds a Juris Doctor from Sandra Day O’Connor College of Law and is currently a candidate for certification as an Exit Planning Advisor.

Location

Cave Creek, United States

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