Evans Financial Partners

CONNECT

Address:

2208 Hillcrest Street
Orlando, FL 32803

Phone:

(407) 951-8875

Fax/Other:

(888) 486-3405

Meet Your Advisor

Ryan P. Evans, MBA, CFP®

 

Ryan has over 15 years experience in the finance industry with a background comprising both work in Fortune 100 companies as well as helping individual clients meet their financial goals.  Over 10 years of this experience Ryan has focused on serving clients directly in the financial services arena.  After many years working with a highly regarded local retirement and estate planning firm in Orlando Ryan formed his own practice.  The creation of Evans Financial Partners is not only the fulfillment of a personal goal set many years ago, but more importantly allows Ryan to focus his time, talents and resources towards helping clients achieve their long term financial goals. 

Ryan's educational background includes a Bachelor of Science degree in Business Administration from the University of Florida with a major in Marketing and a minor in Economics.  Ryan then returned to the University of Florida and was conferred the Master of Business Administration degree.  While achieving the M.B.A. degree Ryan studied Finance, with a special emphasis on Securities valuation through the Graham-Buffett Security Analysis concentration.  The Graham-Buffett concentration focused its curriculum on Portfolio Theory, Investment Concepts, Asset Allocation, Financial Statement Analysis, and Investment Banking.

Ryan incorporates his prior occupational experience with Fortune 100 companies Darden Restaurants and Wachovia into his current practice.  His experience in banking with exposure to both equity and debt products used by banks as well as the analytical processes created while at Darden accentuate the wealth management experience and give Ryan a broad platform for him to provide comprehensive financial planning services to his clients.

Ryan offers comprehensive financial planning, corporate and personal investment management, estate planning, and insurance advice.  He is focused on providing highly personalized service to his clients and developing long-term relationships based on integrity, trust, knowledge and skill.

Ryan holds several Securities licenses including the Series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), & 66 (Uniform Combined State Law Exam) and offers securities through Kestra Investment Services, LLC and investment advisory services through Kestra Advisory Services, LLC.   Other professional licenses and registrations include: CERTIFIED FINANCIAL PLANNER™ Designation, Life and Health Insurance and Variable Annuities license with the State of Florida. 

When not representing his clients, Ryan is active with his family (wife Ashli, and children Chapman McCarron, Addison and Fuller).  Ryan is also active in his community and church; serving on the capital campaign committee for Summit Church as well as coaching and serving on boards for local youth sports teams in baseball, softball basketball and football.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck