Evan Conley has been developing customized wealth management and financial strategies for individuals and businesses for the past 12 years. In addition, he formerly served as a pension specialist in the Mass Mutual Financial Group Tampa office and is well versed in helping to maximize the value of company retirement plans.
He differentiates himself by taking a personalized approach in dealing with individual clients and retirement plan participants. Throughout his career, he has maintained core principals essential to building wealth and financial independence, believing that the first step in doing so is to carefully listen to and discuss the client's concerns and financial goals.
His passionate belief in providing truly personalized and unbiased financial consulting is the reason Mr. Conley was asked to join KASE Wealth Advisors.
Evan received a bachelor's degree in economics from the University of South Florida. Currently, he holds a Series 7, 6, 66 and life, health and variable annuity insurance licenses. He also holds the Accredited Investment Fiduciary® (AIF®) designation.
He was drafted by the Cincinnati Reds and played six seasons of professional baseball prior to becoming a financial advisor. The hard work, dedication, and preparation required of a professional athlete has proved extremely useful in analyzing and meeting the needs of clients.
Evan, is a native Floridian, raised in Bradenton, and has resided in South Tampa since 2006. In his free time, he enjoys scuba diving, exercising, traveling, and is an avid college football fan. He attends Radiant Church and is involved in a number of community charities.