BS in Business & Enterprise Management from Wake Forest University
Certified Financial Planner (CFP®)
Series 7, Series 66, CRPC® (Chartered Retirement Planning Counselor)
Georgia Life, Health, Variable Insurance
Joined Us In
Sports team: all Philadelphia teams (mainly the Super Bowl Champion Eagles)
Song: ‘Mr. Brightside’ by The Killers
Movie: Slumdog Millionaire
Evan has played the cello since the age of 8, and has perfect pitch.
“Life is 10 percent what happens to you and 90 percent how you respond to it.” – Lou Holtz
“Clear Eyes, Full Hearts, Can’t Lose” – Coach Eric Taylor, Friday Night Lights
Evan Quinn, Financial Advisor at JOYN and the youngest of three brothers, knows a thing or two about building strong relationships.
Evan grew up in Cranbury, NJ, where in grade school he fell in love with mathematics. He earned his BS in Business & Enterprise Management from Wake Forest University (Go Deacs!)
Upon graduating, Evan combined his passion for relationship-building with his math acumen to forge a career in Finance.
Prior to joining JOYN, Evan served as a Financial Advisor & Corporate Stock Benefit Consultant at UBS Financial Services in Charlotte, NC. Additionally, he was a Client Resolution Specialist at UBS in Nashville, TN.
Evan is a certified Chartered Retirement Planning Counselor (CRPC®) and has his Series 7 and Series 66 licenses as well as his Georgia Life, Health, and Variable Insurance licenses.
Evan shares in JOYN’s belief that the financial services industry is broken, largely because it ignores the human factor. While numbers have always been important to Evan, he understands that money is merely a tool to help people live a meaningful, joyful life.
“Far too often our industry ignores the fact that there is an actual human being behind every financial decision,” says Evan. “That’s why I believe in JOYN’s mission and am very excited to be a part of this dynamic team.”
When working with his clients, Evan seeks first to understand their goals and only then to offer ideas and strategies that align with their values. “Meaningful advisor-client relationships are built on mutual trust and regular communication. I strive to live by this each day.”
Easy to work with, Evan thrives in problem-solving environments and collaborating with JOYN’s likeminded financial team. A true team player, he consistently adds to the firm by sharing innovative ideas and honing his craft.
Above all, he wants to help ensure that his clients are living rewarding lives outside the numbers.
Music and travel are focal points in Evan’s personal life. Fun fact: Evan has perfect pitch, and has played the Cello since age eight. Evan married his amazing fiancée Krista in July 2019. Also, when you come to visit Evan, you’ll notice the Philadelphia Eagles flag in his office, a symbol of his diehard love of Philly sports teams.
Previously posted on WealthManagement.com
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JOYN is honored to announce that it has been selected to…
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Previously posted on Forbes.
Nearly 80% of Americans have…
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Previously posted on Born2Invest.
According to economists,…
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Financial Benefits of Behavioral Advising
Better Advice. Better Decisions. Better Life.
There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016)
Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc.
Certain individuals associated with JOYN Advisors, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment advisor, member FINRASIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s Broker Check. For information about which individuals associated with JOYN Advisors, Inc. are registered, specifically approved by, and are authorized to offer which securities and investment advisory services on Securian’s behalf, please contact them at 1-800-820-4205.
JOYN Advisors, Inc. is independently owned and operated and offers its own suite of products and services entirely independent of Securian.