Bill Evans, CFA®, Joins Gateway Financial Partners, Serving Ultra High Net Worth Families Across the U.S.

GLASTONBURY, Conn., Oct. 9, 2026 /PRNewswire/ -- Gateway Financial Partners has announced that Bill Evans, CFA®, has joined the firm as a Wealth Manager. Based in Glastonbury, Connecticut, Evans serves ultra-high net worth individuals and families with the autonomy of an independent advisor and the resources of a national organization supporting over 200 advisors across 27 states.

At Gateway, Evans spends his time on research, portfolio management, and his clients. A dedicated team handles technology, compliance, operations, and marketing, while a client service team works alongside him day to day. When a client's situation calls for capabilities beyond his own practice, he turns to fellow Gateway advisors whose work centers on 529 plans, retirement plan investing, or structured notes. Gateway advisors also have access to the Charles Schwab Ultra High Net Worth Services team. The result for clients is depth, with additional resources available whenever a situation warrants them.

Evans has spent 29 years in investments, working across both the institutional and individual sides of the business. That dual perspective shapes how he approaches allocation and risk, applying institutional research discipline at the household level. He holds the Chartered Financial Analyst designation and earned a Bachelor of Arts in Economics from Providence College, graduating magna cum laude in 1994.

Evans builds each portfolio around the client in front of him rather than fitting the client into a model, and he keeps the conversation going between scheduled reviews. Clients frequently note how much time he invests in understanding their families, and he stays reachable for the questions that come up in real time, whether that is a decision at work or something a family member is facing. That patience extends to younger family members, who often meet him long before they hold accounts of their own. Teaching clients' children and grandchildren how investing works, in terms they can apply on their own, has become central to his practice.

"Independence should never mean doing it alone," said David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners. "Gateway was built so advisors like Bill never have to choose between owning their practice and having real infrastructure behind it."

"I'm thrilled to begin the next chapter of my career at Gateway Financial Partners," said Evans. "Their depth of resources, collaborative culture, and unwavering commitment to clients will allow me to deliver an even higher level of service to the individuals and families I'm privileged to work with."

Media Contact:
Silvi Weatherill
860-430-8198
[email protected]

SOURCE Gateway Financial Partners