Evan Roberts

Evan joined Merrill Lynch Wealth Management in 2015, after spending more than four years at another leading financial institution. In 2024 Evan became the Resident Director of the Hanover, NH Merrill office. This role allows Evan to help his peers succeed in growing and maintaining their practices. He enjoys helping clients create goals-based investment management and financial strategies to address multifaceted wealth management needs. After growing up on a dairy farm in Cornwall, Vermont, he and his wife Sarah graduated from Kimball Union Academy in Meriden, NH. Evan earned a bachelor’s degree in Finance, with a double minor in Marketing and Environmental Science, from Bryant University. While getting his degree, Evan excelled on the lacrosse field playing for Bryant and The England National Team in the 2010 World Championships. In his free time, Evan enjoys hiking, golf, tennis, lacrosse, ice hockey, and skiing. He also serves as a guest lecturer for Osher at Dartmouth and volunteers with the Ausbon Sargent Land Preservation Trust in New London, NH, where he resides with his wife and two daughters.

How to Manage Your Retirement Plan in Volatile Times (Fall Term 2024)

Participant Testimonials:

He really knows everything.

Very open, patient and helpful.

How to Manage Your Retirement Plan With Volatility (Spring Term 2023) 

Participant Testimonials:

Wonderful materials, extremely well organized, and very user-friendly. Evan is clearly an expert and very capable of explaining anything we asked about.

Friendly, engaging, and willing to go where students were most interested. 

Do I Have Enough Money To Live On?—Retirement Planning Made Easy (Fall Term 2018)

Participant Testimonials:

This class went beyond my expectations - I truly enjoyed it and learned a lot more than I expected to.

I think Evan's willingness to answer all of our questions and allow those with real life experience to share made for a lively discussion and a broader scope of understanding.