Belva M Evans

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → 09/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
• 02/2017 → 12/2021
  First Bank
  Asheville, NC
• 08/2009 → 02/2017
  Bb&T
  Waynesville, NC
• 04/2022 → 09/2022
  Bank Of America, N.A.
  Asheville, NC
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
• 06/2024 → Present
  Bank Of America, N.A.
  Asheville, NC

Other Businesses

Name of the other businessJ Evans Construction LLCWhether the business is investment-relatedNoAddress of the other business Clyde NC 28721Nature of the other businessGeneral Construction Your positionTitle, or relationship with the other businessVice President Start date of your relationship03/03/2014Approximate number of hours/month you devote to the other business0Number of hours you devote to the other business during securities trading hours0Briefly describe your duties relating to the other businessNothing title only I*649233 Entity For Profit Name of OBA: J Evans Construction LLC Address: Clyde, North Carolina, 28721 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 12/17/2021 No Hours: 0 No Hours during trading: 0 Duties: none My Husband is a general contractor. I am a member manager only.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24

Other Names

• Belva Ann Minton
• Belva Minton Evans
• Belva Minton Evans