Evan Sweeney Email & Phone Number
Wealth Advisor @ Ironwood Investment Counsel
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Evan Sweeney Location
- Scottsdale, AZ, US
Evan Sweeney Work
- Wealth Advisor @ (July 2024 - Present)
- Financial Planner @ (November 2023 - March 2024)
- Investment Counselor @ (June 2022 - November 2023)
- Portfolio Evaluation Associate @ (December 2018 - June 2022)
- SMA Operations Analyst @ (August 2017 - November 2018)
- NCAA Division I Football @ (August 2013 - November 2016)
- Intern Financial Representative @ (May 2016 - September 2016)
Evan Sweeney Education
- Yale School of Management
Certified Private Wealth Advisor (CPWA®)
2026-2026 - The American College of Financial Services
Retirement Income Certified Professional® (RICP®)
2024-2024 - Bryant University
Certified Financial Planner (CFP®)
2022-2022 - Lehigh University
Bachelor's degree (Finance)
2013-2017
Evan Sweeney Summary
- Evan Sweeney, based in Scottsdale, AZ, US, is currently a Wealth Advisor at Ironwood Investment Counsel. Evan Sweeney brings experience from previous roles at Domain Money, Fisher Investments and BlackRock. Evan Sweeney holds a 2026 - 2026 Certified Private Wealth Advisor (CPWA®) @ Yale School of Management. Evan Sweeney has 1 emails and 1 mobile phone numbers on RocketReach.
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