Evan Carabello has been serving the financial needs of professionals, business owners and their families for more than seven years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.
As your financial advisor, Evan takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Evan works closely with you to develop a customized financial plan designed to help meet your long-term financial objectives.
Raymond James’ extensive resources include professionals who specialize in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Evan works diligently to help you develop both your personal financial plan and a detailed investment strategy. Evan’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and helping reach your long-term financial goals.
Originally from Old Lyme CT, Evan graduated from Western New England University with a Bachelor of Science in Business Administration majoring in Finance. Prior to joining Raymond James in 2019, Evan worked for Edward Jones for five years. Away from the office, Evan enjoys traveling, cooking, snowboarding, golfing and spending time with family and friends.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.