Education

Howard University 
Major - Finance 

Affiliations

Grizzlies Prep - Mentor
St. Jude/ALSAC - Spirit of the Dream - Board Member
High Point Church 

Evan Stephens

Wealth Management Advisor

5100 Poplar Avenue, Suite 2300
Memphis, TN 38137
(901) 246-4457

Bio

Evan Stephens is a native of Memphis, TN. After graduating from Howard University in 2014, with a BA in Finance, Stephens was recruited by Northern Trust, a premier asset management firm in downtown Chicago, to work as hedge fund accountant. After a few years, he transitioned to IBM’s Global financing division, as a financial sales executive, servicing a number of C-suite executives at well-known companies. After a successful stint in corporate finance, he ultimately pivoted to become a wealth management advisor at Capital Financial Group. At CFG, Stephens primarily provides comprehensive financial planning to Business owners, Professional athletes, Clergy, and Medical professionals.

During his time in Chicago, Evan married his high school sweet heart, Jessica Stephens, and they now have 3 beautiful children.

Stephens, now residing in his hometown, is on a mission to help democratize wealth creation for underserved and under resourced communities. This mission was inspired from Stephen’s early understanding that the effective stewardship of God’s resources is the nucleus of true wealth creation.

Additional Info

     

Education

Howard University 
Major - Finance 

Affiliations

Grizzlies Prep - Mentor
St. Jude/ALSAC - Spirit of the Dream - Board Member
High Point Church