Glenn Evans Email & Phone Number
Senior Vice President - Investments @ Wells Fargo Advisors
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Glenn Evans Location
- Tulsa, OK, US
Glenn Evans Work
- 2012 - now Senior Vice President - Investments @
- 2009 - 2012 Vice President - Wealth Management @ Morgan Stanley Smith Barney
- 2003 - 2009 2nd Vice President - Wealth Management @ Citigroup Smith Barney
Glenn Evans Education
- Western Kentucky University
Bachelor of Arts (B.A.) (Major: Public Relations; Minor: Business Administration)
1974 - 1976
Glenn Evans Skills
- Investments
- Retirement Planning
- Alternative Investments
- Mutual Funds
- Finance
- Asset Allocation
- Financial Analysis
- Insurance and Annuities
- Municipal Bonds
- Estate Investment Planning
- Multigenerational Wealth Planning
- Tax Efficient Strategies
- Risk Management
- Fixed Income Strategies
- Securities
- 401(k) Planning
- 401(k) Rollovers
- Strategic Planning
- Wealth Management
- Strategic Financial Planning
- Microsoft Office
- Asset Management
- Marketing
- 401k Rollovers
- 401K Planning
- 401 Planning
Glenn Evans Summary
- Glenn Evans, based in Tulsa, OK, US, is currently a Senior Vice President - Investments at Wells Fargo Advisors. Glenn Evans brings experience from previous roles at Morgan Stanley Smith Barney and Citigroup Smith Barney. Glenn Evans holds a 1974 - 1976 Bachelor of Arts (B.A.) in Major: Public Relations; Minor: Business Administration @ Western Kentucky University. With a robust skill set that includes Investments, Retirement Planning, Alternative Investments, Mutual Funds, Finance and more. Glenn Evans has 2 emails and 1 mobile phone numbers on RocketReach.
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