Evan Mayer, CFP®, CMFC®, CRPC®, CWS®, Private Financial Advisor

SunTrust Investment Services, Inc.

Evan Mayer Photo
Evan Mayer, CFP®, CMFC®, CRPC®, CWS®, Private Financial Advisor

SunTrust Investment Services, Inc.

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101 EAST CAMINO REAL

BOCA RATON, FL 33432

5092 Champion Blvd,

Boca Raton, FL 33496

5092 CHAMPION BLVD

BOCA RATON, FL 33496

6653 JOG ROAD

BOCA RATON, FL 33496

9936 CLINT MOORE RD

BOCA RATON, FL 33496

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About

Evan Mayer is a Senior Vice President and Private Financial Advisor with the Mayer Group with SunTrust Investment Services, Inc. He offers clients more than 15 years of financial services, retirement planning and investment management experience. Evan has earned the professional designations of Certified Financial PlannerTM (CFP®), Chartered Retirement Planning CounselorSM (CRPC®), Chartered Mutual Fund CounselorSM (CMFC®) and Certified Wealth Strategist (CWS®). Evan is a native of Coral Springs, FL and is a graduate of Bellevue University. Evan was featured in Bank Investment Consultant magazine* for 2015, 2016 and 2017 in their "Top 100 Bank Advisors" annual listing.

Evan follows a disciplined structure of a proprietary five step financial planning process assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. In this planning process, he is able to utilize data such as assets, liabilities, taxation, estate titling, wishes, wants and needs. This helps Evan to consult on risk management, retirement planning, risk strategies and other critical financial strategies that are needed for clients to fulfill their financial goals.

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.

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, "SunTrust") are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction.

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