Leila Evans, CFP®

Designations ​

• CERTIFIED FINANCIAL PLANNER^® professional¹​

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Work Experience ​

• Joined MAI after the acquisition of Queens Oak Advisors, where she served as the Managing Partner and Director of Client Service
• Brings over 30 years of experience in financial services working extensively with high-net-worth individuals and families
• 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
• Passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network​

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Life Outside of MAI ​

• Previous board member at Safe Alliance​

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Education​

• University of North Carolina at Chapel Hill, BA in Economics

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.​