Evan Hand

Evan L Hand
Senior Vice President Senior Wealth Advisor Truist Bank

1340 Broadcasting Rd

Fl 3,

Wyomissing, PA 19610

evan.hand@truist.com

Phone 610-861-3962

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About me

Background

Evan Hand is a Senior Vice President and Senior Wealth Advisor for Truist Bank.  Evan has over 30 years of experience in the Financial Services industry with majority of that time specializing in working with executives, high net worth families and business owners with roles in Wealth Management, Commercial Lending and personal investment allocation and planning.  As a result of this diverse background, Evan has learned that each client has unique circumstances that demands a sophisticated advisory team with resources beyond traditional investment management experience.  Through personal client involvement and inclusion of specialized teammates, Evan can provide clients with sophisticated portfolio construction, personal financial planning, business transition planning, risk management, trust and estate planning and banking solutions inclusive of strategic credit and deposit and payment solutions.  Evan attended Penn State University and completed his coursework at DeSales University in Center Valley, PA.  Currently, Evan serves on DeSales Investment Sub-committee while also supporting various not for profit organizations in the area with personal time and internal programs such as Truist’s Lighthouse Project.

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

Education

Bachelor of Science in Finance
DeSales University

Personal Interests

Evan and Karen, his wife of over 30 years, enjoy spending time in Ocean City, Maryland year-round while re-uniting with friends and family at Penn State Football home games in the fall.  Evan and Karen also prioritize spending time with family, especially their daughters Madison and Ella.  Madison is a talented illustrator with a degree from MICA, and they frequently attend music and art festivals with her.  Ella is currently enrolled at Pittsburgh University, and they look forward to visiting and exploring Pittsburgh frequently with her throughout the year.

Specialties

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

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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

Locations

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