Evan P. Welch, CFP®, CPWA®, AIF®
Private Wealth Advisor
978-264-9999 x206
evan.welch@bridgeport.financial
Evan offers more than 25 years of experience as a financial advisor developing exceptionally strong bonds with clients. He focuses on assisting physicians, business owners, retirees, professionals, and those in transition with clarifying and achieving their lifelong goals.
Evan is an active participant in the Massachusetts General Physicians Organization’s Financial Planning Program, holds FINRA Series 7 and 63 licenses, and several insurance licenses. As a Certified Private Wealth Advisor® professional, Evan focuses on the latest strategies to meet the sophisticated needs of high-net-worth and ultra-high-net-worth individuals and families. He graduated from the Loomis Chaffee School in 1993 and Colgate University in 1997, earning a bachelor’s degree with honors in history.
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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