Evans May Wealth
As an independent advisory firm with deep family roots stemming back to 1974, the team specializes in providing wealth planning for families, executives, and business owners. Evans May Wealth partners with Charles Schwab to provide clients with the ultimate wealth management experience, financial security, asset protection, and cutting-edge technology. The firm is focused on helping clients navigate the complexities of their financial lives. Evans May Wealth provides world-class client service experience through its suite of financial planning programs and investment expertise. Please visit evansmay.com for important related disclaimers.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- MK
Michael Kloempken
Senior Wealth Associate · Finance & Accounting
EmailPhone - ML
Michelle Laycock
Registered Wealth Associate · Finance & Accounting
EmailPhone - JT
Jared Thorne
Registered Operations Manager · Operations
EmailPhone - NC
Nichole Carr
Senior Wealth Associate · Finance & Accounting
EmailPhone - NM
Nick Marcum
Controller · Finance & Accounting
EmailPhone - BM
Brooke May
Managing Partner · General Business & Management
EmailPhone
Showing 6 of 14 verified contacts
Top roles at Evans May Wealth
7 distinct titles indexed · top 7 shown.
- 3senior wealth associate
- 2registered wealth associate
- 1controller
- 1managing partner
- 1marketing associate
- 1registered operations manager
- 1wealth associate
Sign up to unlock all 14 contacts at Evans May Wealth
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