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Jeff Evans, CBFA, CEBS

Jeff Evans, CBFA, CEBS

Vice President,
Financial Advisor

Financial Advisors

Jeff Evans is a retirement plan advisor in our Allentown, PA office.

Jeff joined CAPTRUST in 2015 as a vice president, financial advisor with the firm’s partnership with MFP Strategies and is responsible for providing retirement plan advisory services to corporate fiduciaries. Previously, Jeff served as managing director.

Education

  • Bachelor’s degree in accounting from the University of Scranton

Industry Designations

  • Certified Behavioral Financial Analyst
  • Certified Employee Benefits Specialist

News & Resources

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