As a Merrill Lynch Financial Advisor, Evan has offered financial strategies to successful individuals and families since joining the firm in 2009. Evan and his team, the Rosen, Rice & Clinkenbeard Group, assists in every financial aspect of his clients’ lives with his professional knowledge as a CERTIFIED FINANCIAL PLANNER™ paired with the resources of Merrill Lynch Trust Services Group, Wealth Management Banking, and the retirement and investment specialists of Merrill Lynch.
Evan first became involved with Adopt A Class in 2010, when his wealth management team adopted his girlfriend’s class at Newport Primary. That same teacher is now his wife, Holly, and they have been happily married since 2012. Holly now teaches 1st grade at the School for Creative and Performing Arts in Cincinnati. However, her transition has not deterred Evan from staying involved with Adopt A Class, as he sits on the Philanthropic Committee of Merrill Lynch Ohio Valley and leads their efforts in adopting multiple classes at Taft Elementary and Newport Intermediate.
It has been a very special experience for Evan because both of his parents were teachers in Northern Kentucky and Evan grew up playing in the same gym during the summer that his mentees play in at Newport Intermediate (formerly Fourth Street Elementary). Nothing excites Evan more than hearing the educational goals of the students, especially if they aim to attend the University of Cincinnati, Evan’s alma mater.