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Bruce Evans, CFP®
Senior Vice President – Investments

Phone NumberEmailLocation

bfe_logo_advisor1468 Kimbrough Road
Suite 101
Germantown, TN 38138
MAP

Phone: 901-236-0910
Toll Free: 877-236-0090
bruce.evans@nullbenjaminfedwards.com

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor and facilitated the opening of our Germantown office. I began my financial services career in 1997, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my wife, Jill, and our two daughters—Holly and Claire. I enjoy biking, hunting, playing golf and skiing. I’m also a sports fan of the University of Tennessee, Tennessee Titans, Memphis Grizzlies and St. Louis Cardinals.

Areas of Concentration

  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Insurance Planning
  • Investment Strategies
  • Portfolio Management
  • Retirement Planning Strategies
  • Wealth Management

Education and Credentials

  • The University of Tennessee at Martin, Master of Business Administration Degree
  • The University of Tennessee at Martin, Bachelor of Science Degree in Business Administration
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 2007

What is a CFP®? A CERTIFIED FINANCIAL PLANNER™ certification, or CFP®, means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.