Leila Evans, CFP®
Leila is Regional President, Senior Managing Director at MAI Capital Management, based in Charlotte, N.C. She has over 30 years of experience in financial services working extensively with high-net-worth individuals and families. Leila joined MAI after the acquisition of Queens Oak Advisors, where she served as the Managing Partner and Director of Client Service.
Before that, she spent over 20 years at Wachovia, where she served as a Senior Vice President and Partner with the bank’s wealth management group and coordinated financial planning, lending and investment services for clients.
Leila is passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network.
Email: Leila.Evans@mai.capital | Website: mai.capital
LinkedIn: www.linkedin.com/in/leila-evans-6a1a4014
Latest articles by Leila Evans, CFP®
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Finance 101: Money Skills Every New College Student Needs
College is a perfect time to put financial know-how to the test. Here's how parents can set their kids up for success by making smart money choices.
By Leila Evans, CFP® Published
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Four Things You Need to Know About Your Aging Parents
When it comes to estate planning for your aging parents, knowledge about their wishes and finances is power.
By Leila Evans, CFP® Published