Kimberly A Evans

Employer firm

Rockwood Wealth Management, LLC CRD 137481

$2.87B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → 05/2018
  Student
  Easton, PA
• 07/2018 → 03/2022
  Wilmington Trust
  Wilmington, DE
• 03/2022 → Present
  Rockwood Wealth Management
  New Hope, PA
• 03/2022 → Present
  Rockwood Wealth Management
  New Hope, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-02

Designations

• Certified Financial Planner