Evan Sweeney Email & Phone Number
Senior Associate Wealth Advisor @ Ironwood Investment Counsel, LLC
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Evan Sweeney Location
- Scottsdale, AZ, US
Evan Sweeney Work
- 2024 -now Senior Associate Wealth Advisor @
- 2023 -2024 Financial Planner @
- 2022 -2023 Investment Counselor @
- 2018 -2022 Portfolio Evaluation Associate @
- 2017 -2018 SMA Operations Analyst @
- 2013 -2016 NCAA Division I Football @
- 2016 -2016 Intern Financial Representative @
Evan Sweeney Education
- Lehigh University
Bachelor's degree (Finance)
2013-2017 - Bryant University
Certified Financial Planner (CFP®)
2022 - The American College of Financial Services
Retirement Income Certified Professional® (RICP®)
2024
Evan Sweeney Summary
- Evan Sweeney, based in Scottsdale, AZ, US, is currently a Senior Associate Wealth Advisor at Ironwood Investment Counsel. Evan Sweeney brings experience from previous roles at Domain Money, Fisher Investments and BlackRock. Evan Sweeney holds a 2013 - 2017 Bachelor's degree in Finance @ Lehigh University. Evan Sweeney has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Ironwood Investment Counsel, LLC Employees
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Scottsdale, AZ, US
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