Evan Croll began his financial planning career in 2013 when he joined his current broker-dealer, now Equitable Advisors. In 2018, he partnered with Sequoia Financial Group to leverage the resources and knowledge of the group to continue his professional development. Prior to joining Equitable Advisors, Evan graduated from Union College with a degree in Economics.

Evan believes knowledge and understanding are the foundations for building a successful relationship.

Knowledge is often seen as the primary hurdle that prevents an individual from implementing a strategy or working towards a personal financial goal. He will work with you to help understand the variety of avenues you have available to accomplish your goals throughout the different stages of your life.

Understanding every person’s financial situation is unique, he will work with you to develop your own personal roadmap. This is done by breaking your goals into simple manageable steps designed to achieve your goals.

Evan grew up in Central New York and was brought to the Capital District when recruited to play basketball at Union College. He now lives in Gansevoort with his fiancée, Erica and furry friend, Moose.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.