I am committed to providing a conservative, disciplined strategy designed to achieve long-term growth for our clients.
As Vice President, Portfolio Manager David helps clients achieve their financial goals through a conservative and disciplined strategy. His approach is designed to achieve the long-term growth objectives of each client portfolio he manages.
Experience
- Bachelor's degree from the University of Michigan
- Master’s degree from Pace University
- More than 10 years of experience in the financial services industry and joined Johnson Bank in 2013
- Experienced in portfolio management, financial research and fund analysis
Johnson Financial Group, Inc. is the parent company of Johnson Bank, Johnson Insurance and Cleary Gull Advisors, Inc. an SEC registered investment advisor. David McEvoy is a Wealth Advisor for Johnson Bank and Cleary Gull Advisors. Additional information regarding David is available at https://adviserinfo.sec.gov
Ask Me About
- Estate Planning
- Retirement and Financial Planning
- Wealth Strategy
Community Involvement
- Active member of the Shorewood Hills community
- Member of the PTO for a local elementary school and parent committee member for the Land Recreation program