Evan LeRoy is a Wealth Advisor at Retirement Income Solutions where he and other advisors manage the firm’s $2B assets under management and help 1,200 families prepare for and financially manage through retirement. He enjoys using the firm’s comprehensive methodology and resources to build portfolios that meet clients’ goals, and he channels the collaborative spirit of Henry Ford, who said, “Coming together is a beginning. Keeping together is progress. Working together is success.”
Outside of work, Evan stays busy with his three children and can often be found cheering at t-ball or soccer games, serving as a Den Leader for the Scouts, and taking his family on hikes around beautiful southeast Michigan. He loves visiting Hudson Mills Metropark, just north of Dexter, as part of a favorite family ritual: he and his family bike through the park on their way to the Dexter Bakery, where they enjoy doughnuts before continuing the ride.
Education
University of Michigan Ross Business School
MBA
University of Michigan
BA, Psychology
Community Involvement
Dexter Community Players
Treasurer (2021-present)
BSA Huron Trails District
Vice Chairman (2016–present)
Kiwanis Club of Ann Arbor
Board Member (2016–2022)
Legacy Land Conservancy
Investment Committee Member (2016–2020)
Experience
2015–2018
Assistant Vice President
Bank of Ann Arbor
2012–2015
Portfolio Manager
United Bank & Trust
2009–2011
Certified Preferred Banker
Fifth Third Bank
2008–2009
Financial Advisor
Morgan Stanley
2006–2008
Associate Financial Advisor
Ameriprise Financial Services