Evan Davies
Associate Wealth Advisor

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Evan is an Associate Wealth Advisor in the Beacon Pointe Indianapolis, IN office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Evan is passionate about helping families and individuals achieve financial freedom and their life goals. Each client is unique in their needs as they navigate their investment, retirement, charitable, and legacy goals, and Evan loves working on a fiduciary basis with clients, hearing their stories, and helping them build a financial plan that works for them. Prior to Beacon Pointe, Evan spent several years as a Financial Advisor with Prudential. Evan is also passionate about giving back to the community, including coaching youth basketball.