Evelyn Sheridan, CFP®
Evelyn is a CERTIFIED FINANCIAL PLANNER™ professional with over 21 years of business and financial planning experience. She holds the Series 7 General Securities Representative and Series 63 Uniform Securities Agent State Law licenses, and maintains a State of Florida life, health and variable annuity license. She is a Registered Representative of Kestra Investment Services, LLC and Investment Advisory Representative with Kestra Advisory Services, LLC. Before entering the financial services industry, she was a manager for a regional manufacturing company.
Evelyn is passionate about assisting clients pursue their financial goals. Through the use of financial plans, she is able to map out both long term, and short term, solutions. This personal commitment to her clients is a foundation for her success.
Born and raised in Ohio, Evelyn moved to Florida in 1985 and resides in Clearwater.