Dan EvansCFP®, CRPC®

Dan Evans is a Relationship Manager and Financial Advisor with Withum Wealth Management. He works closely with the Burlington, Braintree, Seaport, and Providence offices to cultivate relationships with Withum professionals and support clients through comprehensive financial planning and wealth management solutions.

Prior to joining Withum Wealth Management, Dan spent more than five years with Bank of America and Merrill, where he served as a Financial Advisor. During that time, he specialized in investment management, retirement planning, education planning, and estate planning, helping individuals and families develop personalized financial strategies aligned with their long-term goals.

Dan is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and also holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation. He is licensed with the FINRA Series 7 and Series 66 registrations and holds Massachusetts Life and Health Insurance licenses. Dan earned his Bachelor of Science in Finance from Providence College.

Outside of work, Dan is passionate about giving back to his community. He is involved with NAMI Massachusetts and Great Dog Rescue New England, organizations that are especially meaningful to him. He also enjoys sports, music, and connecting with people from all walks of life. Dan currently resides in Wakefield, Massachusetts with his wife, Evette