Meet Evan
Evan Anderson is a Relationship & Operations Associate supporting both client relationships and the operational functions that drive a seamless planning experience. He works closely with Partner and Wealth Advisor Josephine Trotta, and assists all our advisors and clients, to help coordinate financial strategies, ensure efficient account management, and deliver a high level of service across all aspects of the client experience.
Evan earned his Bachelor of Science in Business Administration with a concentration in Wealth Management & Financial Planning from John Carroll University. He also holds two associate degrees from Jamestown Community College.
Prior to joining Wells Trecaso Financial Group, Evan gained valuable experience in financial planning, tax preparation, and client service through roles in banking and advisory firms. His background includes working with clients on personalized financial strategies, and leading business operations in a fast-paced environment.