I grew up in Fremont, MI, on an apple and cherry farm. Growing up in a family business taught me many lessons – most importantly, the value of a strong work ethic. I graduated from Hope College, where I met my wife, Carrie. While at Hope, I was a member of the varsity tennis team for four years and served as captain for one year. I moved to Spring Lake in 1998, when I began my career at Edward Jones and made this special place our home. Carrie and I have two daughters, Carly and Aubrey.
I interned with the Chicago Board of Options Exchange in 1995 and Merrill Lynch in 1996. I received the professional designation of AAMS® from the College for Financial Planning. In addition to serving as a financial advisor, I also serve as a regional leader for Edward Jones. As a regional leader, I lead 65 branch teams in West Michigan.
I am active in the community serving as a board member and coach for the Spring Lake Lacrosse Organization. I am also a member of the Spring Lake Rotary Club and the chamber of commerce. Previously, I served as a board member of the Spring Lake Schools Foundation and chamber of commerce ambassador. You may have come to know me from interviews done with WGHN, WXMI-Fox 17, Grand Haven Tribune and the Grand Rapids Business Journal.
Many clients come to me during times of transition in their lives. Helping provide retirement options, designing a retirement income strategy or receiving an inheritance are a few examples of where I can provide advice. I believe it is important for me to understand your long-term goals and what's important to you before providing investment advice. I will work with you to build a personalized strategy that is centered around your goals. We will partner together throughout your life to keep you on track.
My branch team is dedicated to providing you with the highest level of personal service. Branch office administrators Pam Pesch, and Sydney Alward have a total of 24 years of combined experience.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Personal Fitness
Office Address723 East Savidge St Suite C
Spring Lake, MI 49456
Phone NumberEvan Llewellyn at (616) 847-8467
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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