Evan Serwinski, CFP®
Wealth Management Account Executive
A lifelong learner, Evan embraces the new and the unknown. Shortly after college Evan left the familiar environs of Wheaton for Denver, Colorado. In four years, Evan gained a wealth of knowledge working for Charles Schwab where he picked up invaluable experience in equity trading, fixed income resolution, risk management, and problem solving for financial advisors.
Evan brings his skill set to his role as Account Executive on the Wealth Management Team of TC Wealth Partners. “I look forward to working at a smaller firm that offers personalized care to their clients, and parlaying my skills into becoming an advisor myself,” says Evan.
Evan earned a BS at Northern Illinois University and is a Certified Financial Planner™ professional. Prior to working at Schwab, Evan was a personal banking officer at Schaumburg Bank and Trust in Bloomingdale, IL.
Evan is an avid weightlifter and loves basketball and hiking. He lives with his wife and daughter in Wheaton, and they look forward to traveling the world.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.