Wealth Manager Ashley Evans Joins First Republic in San Francisco

Rhea-AI Summary

First Republic Bank (NYSE:FRC) has announced the appointment of Ashley Evans as Managing Director and Wealth Manager at First Republic Investment Management in San Francisco. With over 15 years of experience in wealth management, Evans will deliver portfolio management, retirement planning, and investment consulting services to high net worth individuals and families. Her background includes a role at Merrill Lynch and active community involvement. First Republic emphasizes exceptional client service, as highlighted by Bob Thornton, President of Private Wealth Management.

Positive

• Appointment of Ashley Evans as Managing Director strengthens wealth management team.
• Evans brings over 15 years of wealth management experience, enhancing service offerings.

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• None.

SAN FRANCISCO--(BUSINESS WIRE)-- First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that Ashley Evans has joined First Republic Investment Management in San Francisco.

Evans was named Managing Director and Wealth Manager. She will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.

“Ashley Evans is an accomplished wealth manager and a terrific addition to our growing team of wealth management professionals serving the San Francisco Bay Area,” said Bob Thornton, President of First Republic Private Wealth Management. “Ashley shares First Republic’s commitment to exceptional client service.”

Evans has more than 15 years of wealth management experience. She provides customized wealth management solutions to high net worth individuals and families, with a focus on equity compensation and concentrated stock positions. Before joining First Republic, she was a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. Evans is active in her local community mentoring students and supporting several nonprofit organizations. She earned a Bachelor of Science degree in Finance from San Diego State University. Evans is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.

To learn more about First Republic Private Wealth Management, click here. To see our growing team of wealth management professionals, click here.

About First Republic Bank

Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. First Republic specializes in delivering exceptional, relationship-based service and offers a complete line of products, including residential, commercial and personal loans, deposit services, and wealth management. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach and San Diego, California; Portland, Oregon; Boston, Massachusetts; Palm Beach, Florida; Greenwich, Connecticut; New York, New York; and Jackson, Wyoming. First Republic is a constituent of the S&P 500 Index and KBW Nasdaq Bank Index. For more information, visit firstrepublic.com.

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View source version on businesswire.com: https://www.businesswire.com/news/home/20210830005046/en/

Investors:

Andrew Greenebaum / Lasse Glassen

Addo Investor Relations

agreenebaum@addo.com, lglassen@addo.com

(310) 829-5400

Media:

Greg Berardi

Blue Marlin Partners

gberardi@firstrepublic.com

(415) 239-7826

Source: First Republic Bank

FAQ

Who is Ashley Evans at First Republic Bank?

Ashley Evans has been appointed as Managing Director and Wealth Manager at First Republic Investment Management.

What is the role of Ashley Evans at First Republic Bank?

Evans will provide portfolio management, retirement planning, and investment consulting services.

What experience does Ashley Evans have in wealth management?

Ashley Evans has over 15 years of experience in wealth management, previously working at Merrill Lynch.

Where is First Republic Bank located?

First Republic Bank is headquartered in San Francisco, California.

What services does First Republic Bank offer?

First Republic Bank specializes in private banking, private business banking, and private wealth management.