Evan Roberts

Evan is a native of Cornwall, Vermont, where he grew up on a dairy farm. He went on to major in Finance at Bryant University in Smithfield, Rhode Island and now works on a team of financial advisors with Merrill Lynch in Hanover, specializing in assisting individuals and businesses with retirement, succession, and benefits planning. Evan enjoys hiking, skiing, tennis, hockey, lacrosse, and also volunteers with the Ausbon Sargent Land Trust in New London, where he lives 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.