Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Evan J. Clinkenbeard, CFP® – Financial Advisor
As a Merrill Lynch Financial Advisor, Evan has offered financial strategies to successful individuals and families since joining the firm in 2009. In his efforts to be a preeminent leader in the advisory industry, Evan has attained and been recognized as a CERTIFIED FINANCIAL PLANNER™ professional by the Certified Financial Planner Board of Standards, Inc.
Evan assists in every financial aspect of clients’ lives with his professional knowledge as a CERTIFIED FINANCIAL PLANNER™ professional paired with the resources of Merrill Lynch Trust Services Group, Wealth Management Banking from Bank of America, N.A., and the retirement and investment specialists of Merrill Lynch. At the heart of his practice, Evan seeks to provide the highest level of personal service that best addresses the needs of each relationship. In addition are these cornerstones to a successful relationship:
• You – An advisor who understands your life, your goals, concerns, and your desire to succeed
• Strategy – Developing more than just an investment strategy, but a comprehensive wealth management plan
• Resources – Merrill Lynch is a top-rated investment research firm with teams of specialists to assist you with every aspect of life
• Clarity – Knowing your plan and how you will meet your goals
Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.|Evan currently resides in Anderson Township with his wife, Holly. Holly is a first grade teacher at the School for Creative and Performing Arts in downtown Cincinnati. Evan is on the Board of Directors for Adopt A Class Foundation and spends time volunteering with Adopt A Class at Norwood View Elementary. He also serves on the Dan Beard Council Board of Directors as the Co-Chair of Professional Leadership Network, a YP arm that mentors underserved youth in the city.
Evan is very involved with his alma mater, the University of Cincinnati, serving on the Lindner College of Business Board of Governors and the College of Nursing Board of Advisors. He is also a big runner and cyclist competing in races and fundraising endurance events year-round in the region.
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.