Evan Whittle


Senior Vice President, Investments

Complex Manager

Fax: 727-896-2979

EVAN.WHITTLE@RAYMONDJAMES.COM

 

Evan Whittle is the Complex Manager for the downtown St. Petersburg Raymond James & Associates office. For more than 15 years, it has been his pleasure to serve the financial needs of high-net worth individuals and families in St. Petersburg, as well as around the country. He specializes in creating legacy plans to meet his clients' specific needs. For the past 12 years, Evan has also worked in a management capacity. His goal is to make sure his branch is considered an example of how a financial services branch should operate. He does this by putting the needs of the client first and by retaining and recruiting only the finest financial professionals. As a Branch Manager, Evan is always looking to add high-quality financial advisors to the branch.

Evan lives in St. Petersburg and is very active in the community. He is a Past President of The Florida Securities Dealers Association and is a two time Chairman of the Board for American Stage, Tampa Bay’s oldest professional theater. Evan is also a past board member of the Morean Arts Center, and past president of The Zodiac Club (young professional supporters of the Dali Museum).

Evan graduated from The Pennsylvania State University with a degree in economics and is also a graduate of the Wharton School/Security Industry Association's Securities Industry Institute. Evan is a CERTIFIED FINANCIAL PLANNER™ practitioner.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.