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Kyle Evans

Senior Director, Workplace Planning at Edelman Financial Engines

Kyle Evans, MBA, CRPC, currently serves as the Director of Workplace Planning at Edelman Financial Engines, where responsibilities include developing a dynamic Financial Planning team and delivering innovative initiatives focused on Financial Wellness to underserved markets. Previously, Kyle held various positions at Scottrade, notably as Branch Manager, where a new team of Investment Consultants was established, resulting in significant improvements in branch performance. Additionally, as an Investment Consultant, accomplishments included multiple sales accolades, with recognition as the #1 Investment Consultant in Southern California and a national ranking of 13th in 2016. Kyle's early career included roles in banking and sales, with a strong educational background that includes an MBA from the University of Nebraska-Lincoln and a Bachelor of Arts in Economics from California State University, Northridge.

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Phoenix, United States

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