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Evan Holmes, CFA®

Evan Holmes, CFA®

Financial Advisor

  • Janesville, MN
  • Intelligent Investor | The Godfather Trilogy
  • My wife (Kelly), step-daughter (Rylie), and yellow lab (Murph)
  • Time is your most valuable asset.
  • Compassion, ambition, and integrity

Financial Advisors

Evan is a retirement plan advisor based out of Minneapolis, MN.

Evan joined CAPTRUST in 2014 as a financial advisor with the firm’s merger with DCAdvisors, and is responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to help clients improve and enhance their benefit programs. Prior to DCAdvisors, Evan served as a senior associate in retirement plan operations at RBC Wealth Management, and has worked in the industry since 2006.

When he is not in the office or with a client, Evan enjoys traveling, snowboarding, golf, and spending time with his family.

Education

  • Bachelor of Arts degree in finance from Augsburg College

Industry Designations

  • Chartered Financial Analyst®

Awards & Recognition

  • NAPA Top Retirement Plan Advisors Under 40, Young Guns Advisor | 2019
  • Barron’s Top 50 Institutional Consultants | 2019 (Team Esch)

Memberships

  • Member, CFA Institute
  • Member, CFA Society of Minnesota

News & Resources

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