Our Team

• Leila Evans, CFP ®

  Partner/Client Advisor

  Leila has more than 25 years of experience in the high net worth arena of financial services. As a Senior Vice President and Partner with Wachovia’s Wealth Management Group in Charlotte, she was a professional leader and consistent top performer, recognized across the bank’s national footprint as an expert in relationship management, lending and investment services. She was sought after to service the highest profile clients and handle the most intricate client situations.

  
  
   

  Leila earned a B.A. in Economics from the University of North Carolina at Chapel Hill.  She is a Certified Financial Planner™ and holds Series 7, 63 and Life & Health insurance licenses.  She serves on the Board of Directors for the Council for Children’s Rights and is active with a variety of youth activities.