Jean M. Evans in

Jean M. Evans

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Client Coordinator at Legacy Advisors
📍 Greater Philadelphia, United States

Jean M. Evans is a Client Coordinator at Legacy Advisors, responsible for managing all aspects of client plans. Her extensive career in financial services includes vice president roles at Morgan Stanley Smith Barney, where she managed production and design, and at Global Currents Investment Management. She holds a Bachelor of Arts from the University of Delaware.

Jean actively promotes growth within her firm, frequently sharing openings for wealth advisors and strategists. Her professional interests include following industry leaders like BlackRock and maintaining a connection with her alma mater, the University of Delaware.

Her background as a Vice President of Production and Design at Morgan Stanley provides her with a unique creative and managerial skill set within the financial advisory space.

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Experience
18 Years
Current Role
Client Coordinator
Job Level
Junior
Location
Greater Philadelphia, United States
Personality Overview

How Jean shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jean cares about

Client Services
Her career has progressed through several client-focused roles, including her current position managing all aspects of client plans at Legacy Advisors.
Wealth Management
Regularly posts job opportunities for Wealth Strategists and Advisors, indicating a focus on building out her firm's wealth management capabilities.
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Career

Work history

6-2016
Client Coordinator
Legacy Advisors
4-2011 - 8-2012
Vice President, Client Service Manager
Global Currents Investment Management, LLC (Global Currents merged w/ClearBridge Investments in '13)
11-2008 - 4-2011
Relationship Associate
Global Currents Investment Management, LLC (Global Currents merged w/ClearBridge Investments in '13)
4-2005 - 11-2008
Vice President, Manager of Production and Design
Morgan Stanley Smith Barney
8-2003 - 4-2005
Assistant Vice President, Senior Sales Support Liaison
Morgan Stanley Smith Barney
In the press

Media appearances

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Education
Bachelor of Arts - BA
University of Delaware
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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