Client Service Associate
Evan Benson
Project Manager, HFA | Client Service Associate, RJFS
Bringing a wealth of experience and client-centric expertise to Hall Financial Advisors, Evan Benson currently serves as a Project Manager/Branch Associate. Starting his career in HR as a Client Specialist at a Fortune 500 company in Chicago, Evan managed benefits administration for multiple clients, refining their project management skills and adopting a client-centric approach.
Eager for a new challenge and driven by a passion for guiding clients on their financial journeys, Evan joined Hall Financial Advisors in 2021, impressed by the firm's reputation as the best in the area. His decision to become a part of the team was an easy one.
An alum of Ohio University, He graduated in 2019 with a degree in Finance and a Minor in Management and Strategic Leadership, earning Cum Laude honors.
Career Achievements and Expertise
Evan has successfully managed benefits administration for multiple clients and demonstrated proficiency in using retirement planning and trading software such as Right Capital and FactSet. His dedication and client-focused approach have contributed to the success of various projects.
Guided by values such as family first, transparency, trust, and integrity, Evan believes in a client-centric approach, ensuring that every decision aligns with providing excellent service to clients.
Leadership, Collaboration, and Community
At Hall Financial Advisors, Evan embraces teamwork, recognizing that collaboration is key to achieving the common goal of providing outstanding service to clients. His willingness to contribute to the team effort is reflected in their commitment to helping colleagues and clients navigate challenges.
Outside of work, He enjoys drumming at First Baptist Church of Williamstown and spends quality time with their fiancé Danielle and their chocolate lab, River. Engaging in community and philanthropic activities is a priority for Evan.
Professional Challenges and Future Goals
Facing challenges head-on, Evan has developed a problem-solving approach that aligns with the client-centric ethos of Hall Financial Advisors. Driven by a commitment to continuous learning, Evan aspires to transition into an advisor role in the future while maintaining a passion for their work. His unique blend of skills, dedication to clients, and community involvement make them an invaluable member of the Hall Financial Advisors team.
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At HFA, we offer the following financial planning services: Advisory Services, Retirement Planning Services, Equity Investments, Fixed Income, Estate Planning Strategies, Education Planning, CFPA Certified, Access To Lending Services, and Client Confidentiality.
We serve clients from the tri-state region (West Virginia, Ohio, and Pennsylvania). Contact our Marietta and Parkersburg offices today!