Chris D. Evans, CFP®

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Charlotte, North Carolina, United States

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Timeline
About me
Vice President Wealth Planner at Fidelity
Education
- University of Hawaii at Manoa
  1996 - 2002
  Bachelor's degree HISTORY
Experience
- Vanguard
  Jan 2017 - Mar 2024
  Manage book of business of retail clients (~$1m - $5m AUM per household) , with tailored strategies around portfolio management, income planning, continuity and estate planning. Manage book of business of retail clients (~$500k - $2m AUM per household), with tailored strategies around portfolio management, income planning, continuity and estate planning. Consult internal and prospect clients ($1m - $5m+) on Vanguard products and services aligned to their financial needs and goals. Consult internal and prospect clients on Vanguard products and services aligned to their financial needs and goals.
  - Senior HNW Financial Advisor
    Feb 2022 - Mar 2024
  - HNW Financial Advisor
    Apr 2020 - Feb 2022
  - Senior HNW Investmet Consultant
    Mar 2018 - Apr 2020
  - HNW Investment Consultant
    Jan 2017 - Mar 2018
- Fidelity Investments
  Mar 2024 - now
  Vice President Wealth Planner
Licenses & Certifications
- Series 65
  FINRA
  May 2018
- Graduate Gemologist
  GIA (Gemological Institute of America)
  Jan 2009
- Series 63
  FINRA
  Mar 2017
- Series 7
  FINRA
  Mar 2017
- Certified Financial Planner (CFP)
  CFP Board
  Dec 2019
- Medicare Supplement/Long Term Care
  North Carolina Department of Insurance
  Apr 2024
- Accident & Health or Sickness
  North Carolina Department of Insurance
  Apr 2024
- Equity Compensation Associate
  Certified Equity Professional Institute
  Jun 2025
- Life
  North Carolina Department of Insurance
  Apr 2024