Financial Advisor, SunTrust Investment Services, Inc.
Evan Mayer is a Senior Vice President and Financial Advisor with The Mayer Group with SunTrust Investment Services, Inc. Evan offers clients more than 14 years of financial services, retirement planning and investment management experience. Evan has earned the professional designations of Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund CounselorSM (CMFC®) and Certified Wealth Strategist (CWS®). Evan is a native of Coral Springs, FL and is a graduate of Broward College. Evan was ranked #24 in the country by Bank Investment Consultant magazine* for 2015 in their "Top 50 Bank Advisors" annual listing.
The Mayer Group focuses on affluent and high net worth families, utilizing financial planning solutions. Our team follows a disciplined process of assessing each client's financial situation to determine their financial planning needs. Through this process we uncover your needs, wants and wishes that are important to you and formulate your assets to achieve measurable results. We then use investment strategies to help clients meet their immediate and future goals. Our combined experience allows us to deliver the exceptional service that you deserve as our client.
Evan follows a disciplined process of assessing a clients financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. Evan also consults on risk management, retirement planning and other critical financial strategies.
In his spare time, Evan is an avid golfer and enjoys spending time with his family.
SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.
* Rankings based on the following criteria. Assets under management(AUM); trailing 12 month production, percentage change in AUM from the previous year, percentage change in trailing 12 month production; amount of fee business, and the ratio of production per AUM; December 2015 issue.
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