Wyatt Smith joined Evangelista & Associates in March, 2023. For a long as Wyatt can remember, he has always been interested in learning about how to build wealth and wanted to work within a field where he could positively impact others by helping to simplify complex financial strategies.
He has a Bachelor’s of Business Administration (BBA) from Western Michigan University, double majoring in Finance and Leadership & Business Strategy. Wyatt currently holds his Series 7 and Series 63 Registrations with LPL Financial, and his Series 65 Registration with CG Advisory Services, in addition to his CERTIFIEDFINANCIALPLANNER™ certification.
In his free time, Wyatt is an avid runner who pushes himself in high endurance sports, but also enjoys traveling, hiking and snowboarding with family and friends.
Registered Representative of LPL Financial.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.