David Evans

David Evans

Branch Operations Manager

David Evans joined Greenwood Wealth Management LLC in May of 2020. A graduate of Miami University in Oxford, Ohio, David holds a Bachelor of Science degree in Business, with a major in Finance.

David credits his lifelong appreciation for “computational thinking,” as his motivation for launching his career in financial services. Yet, it’s his affinity for the digital world that he feels will bring added value to his work with Greenwood Wealth Management LLC.

“I want to help clients utilize the best technology that’s available to them so that they’re able to monitor their performance and gain financial confidence,” David says. “It’s important to me that they can understand the process and feel confident in what they are investing in for retirement and beyond.”

David envisions his role as being one of hands-on, personalized customer assistance and support. “The intricacies of the financial world can be challenging,” he adds. “I want our clients to view working with Greenwood as a seamless process and to know that we are here to field any and all questions they might have.”

Born and raised in Buffalo, New York, David credits a 2018 internship in his hometown as giving him a multi-faceted introduction to the worlds of accounting and finance. He worked in Business Operations with Costanzo’s Bakery, an enterprise founded by his grandfather in 1933 and run today by his three uncles. 

“I guided orders through every step of the process, balanced the ledgers, and worked in depth with their database,” David recalls. “It gave me an insider’s perspective on how to run a business, from the managerial and the financial standpoints, while also overseeing the supply chain.”

In 2019, David accepted another internship, this one in Chicago, where he worked as a Revenue Cycle Analyst with NorthShore University HealthSystem. In that position, he was able to work directly with clients and help them manage their accounts. This experience — combined with the city’s appeal — inspired David to relocate to the Midwest for the next chapter in his professional career.