As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Junior Achievement of South Florida
Professional Connection Board of Directors - Miami City Ballet
Host Committee
- Wealth Management
- Alternative Investments
- Financial Planning
- Fixed Income
- Foreign Exchange
- Philanthropic Services
- Endowments and Foundations
- Cash Management
- Planning for Special Needs Individuals
- Structured Products
- Bachelor of Finance, 2002
Florida International University
Miami, FL
Accounting, 1998
Suffolk University
Boston, MA - Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Insurance Licensed
- Financial Planning Specialist Designation
- Guided Portfolio Management Program
- Alternative Investments Cerification
- Smith Barney Advisor Certified
- Exchange Traded Funds Certification
- Unified Managed Account Certification
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- 1999
- Present: Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Boca Raton, FL
Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, call or send an email.
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Evaggelia Hatzimanolis is licensed in the following state(s):
CA, FL, GA, IL, MA, MD, MI, NJ, NY, SC
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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