Evaggelia is passionate about contributing to local charities that help with Financial Literacy for the youth.
Joined Lido: 2023
Homebase: Boca Raton
Professional Focus: Evaggelia’s investment ethos is to put clients first to ensure they receive the care and attention they need, now and in the future, through customized investment strategies and thoughtful financial planning.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Accounting, Suffolk University; B.S., Finance, Florida International University
Previous Work Highlights: Evaggelia was with Goldman Sachs for nearly four years after having spent five years with TIAA. Her experience with Fidelity and Morgan Stanley Smith Barney rounds out more than twenty years [BD2] of helping clients manage and grow their wealth.
Personal Facts: She enjoys South Florida beaches with her family and friends. When not local, she enjoys travelling globally learning about different cultures. She also enjoys volunteering for local charities that help with Financial Literacy for the youth.