Bill Evans Joins Gateway Financial Partners as Wealth Manager

Bill Evans, CFA®, has joined Gateway Financial Partners as a Wealth Manager. Based in Glastonbury, Connecticut, Evans will focus on managing the wealth of ultra-high net worth individuals and families.

Within his role at Gateway Financial Partners, Evans' responsibilities include research, portfolio management, and client service. The firm provides support for technology, compliance, operations, and marketing, while a dedicated client service team works alongside him daily. Evans will also be able to leverage the specialized expertise of other Gateway advisors in areas such as 529 plans, retirement investing, and structured notes.

With 29 years of experience in the investment industry, Evans combines perspectives from both institutional and individual investment sides. He holds the Chartered Financial Analyst designation and earned a Bachelor of Arts in Economics from Providence College. Evans emphasizes a client-centric approach to portfolio construction and aims to deeply understand clients' family situations. He also engages in educating younger generations within client families about investment principles.

David Wood, Founder of Gateway Financial Partners, highlighted that the firm is built to provide advisors with independence while offering robust infrastructure. Evans expressed enthusiasm for the new role and the opportunity to enhance his client service through the company's resources.