Bill Evans Joins Gateway Financial Partners to Serve Ultra High Net Worth Clients
Gateway Financial Partners has announced the addition of Bill Evans, CFA®, as a Wealth Manager based in Glastonbury, Connecticut. With 29 years of experience and expertise across institutional and individual investment sectors, Evans will serve ultra-high net worth individuals and families using an independent advisory approach supported by Gateway's national infrastructure. Evans' role at Gateway includes portfolio management, research, and client engagement while relying on a dedicated team for operations, compliance, marketing, and technology. He also collaborates with other Gateway advisors who specialize in areas such as 529 plans, retirement investing, or structured notes. Clients benefit from access to Charles Schwab's Ultra High Net Worth Services. Evans emphasizes personalized portfolio construction tailored to each client rather than fitting them into a model. His approach includes ongoing communication and educating younger family members about investing. Gateway’s founder praised the firm’s collaborative structure that supports independent advisors with robust resources.
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Topics: Financial Advisors Wealth Management