Evan Fishman

Evan B. Fishman
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

10990 Johns Hopkins Rd

Laurel, MD 20723-6001

About me

Background

Evan Fishman is a Managing Director and Financial Advisor with Truist Investment Services, Inc. offering clients more than 20 years of financial services, retirement planning, and investment management experience. Evan takes the time to analyze a client's current investment accounts and strategies. He will then help determine and prioritize client's investment goals and match the best solutions to address those goals in a timely manner. Most importantly, Evan and his team reviews and communicates with his clients about their investment plan on a regular basis. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science - Finance
Towson University 1994 1998

Personal Interests

Originally from New York, Evan now resides in Howard County. In his spare time, Evan takes pleasure in coaching and staying active with his two sons, William and Luke.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Sterling Performance Award
BB&T now Truist 2017
Sterling Performance Award
BB&T now Truist 2018
Sterling Performance Award
BB&T now Truist 2019
The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.
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