A REGISTERED INVESTMENT ADVISER - Key Persons

Cecilia Fleming

Job Titles:
  • Associate Financial Planner

David J. O'Brien - Founder

Job Titles:
  • Co - Founder

EVO Fi

Job Titles:
  • Finance Podcast by EVOadvisers

Jack O'Brien

Job Titles:
  • Portfolio Analyst

Jessica Diabo - COO

Job Titles:
  • Director of Operations

John B. Clair - Founder

Job Titles:
  • Co - Founder

Milly Hudgins

Job Titles:
  • Client Experience Manager

Stephen E. Fletcher

Job Titles:
  • Lead Financial Planner
Stephen Fletcher is a Lead Financial Planner, responsible for successfully maintaining client relationships, developing and implementing financial plans and investment recommendations while overseeing the planning team. His expertise in trust and wealth management aids when advising clients with high-level financial and investment, tax planning, retirement planning, and estate planning needs.