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Lori B. Evans, CFP 

 
Senior Vice President, Eastern Wealth Management 
Lori B. Evans is a team leader of Eastern Wealth Management’s Norwell based office and has over 20 years of experience. Ms. Evans is responsible for managing client portfolios and developing new business in the South Shore and Cape regions. She provides investment management, financial planning and fiduciary services for individuals, trusts and institutions.

Professional Experience
Ms. Evans joined Eastern Wealth Management in 2005, bringing with her over 20 years’ experience in the investment arena. Prior to joining Eastern, she spent five years as a vice president and senior portfolio manager with Cape Cod Bank & Trust on the Cape and in Plymouth, as well as five years with the Private Clients Group at BankBoston as a senior portfolio manager. Her tenure also includes positions with Smith Barney, DLJ, and Rockland Trust.

Education/Service
Ms. Evans holds a Bachelor of Science in Finance from Babson College, and is an alumnus of Worcester Academy. She has been a Certified Financial Planner™ practitioner since 1991.

Ms. Evans can be reached at 508-923-2805.