Evergreen Wealth

Scott Norris is a CFP® with 25 years of industry experience, currently working at Evergreen Wealth where he has been since 2011. Prior to that, he spent 14 years at LPL Financial. He is also an independent insurance agent and a member of C&N Investments, LLC, involved in private placement investments. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities by providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm’s investment approach is based on fundamental analysis and tailored client goals, with access to independent managers and alternative investment tools.

Ryan Davlin is a CFP® with 18 years of industry experience currently working at Evergreen Wealth, a team-based firm in Naples, FL. His prior experience includes roles at Mutual Securities, Inc. and LPL Financial. He also works as an independent insurance agent selling fixed products. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, financial planning, and ERISA-covered retirement plan services. The firm uses fundamental analysis and offers access to independent managers, options, and alternative investments tailored to client objectives.

Ward Cantrall Jr. is a CFP® professional with seven years of industry experience, currently working at Evergreen Wealth. Prior to joining Evergreen Wealth, he spent eight years at Marine Bank. He serves as a committee member for the American Lung Association, overseeing fundraising and events. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and businesses, providing portfolio management and integrated financial planning. The firm employs fundamental analysis and may incorporate independent managers, options, and alternative investments to align with client objectives.

Timothy Nash is a financial advisor at Evergreen Wealth with 21 years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at J.P. Morgan Securities and March Capital. Outside of his advisory work, he is president and CEO of Nash Innovations, LLC, where he manages intellectual property. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm provides portfolio management and financial planning, using fundamental analysis and a variety of investment tools tailored to client goals.

Erin Crumly is a CFP® professional with 10 years of industry experience, currently advising at Evergreen Wealth in Naples, FL. She has been with the firm, also known as Crumly & Assoc., Inc. and Troxell Financial, since 2013. Outside of her advisory role, she serves as a board member at St. Patrick's Catholic Grade School, where she oversees financial records and reporting. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management and comprehensive financial planning. The firm employs fundamental analysis and tailored strategies, including the use of independent managers, options, and alternative investments, with ongoing monitoring and clear documentation of fiduciary responsibilities.

Kevin Crumly is a CFP® with 32 years of industry experience, currently practicing at Evergreen Wealth, where he has been since 2011. His prior experience includes roles at LPL Financial from 1998 to 2018 and Mutual Securities, Inc. from 2018 to 2020. Outside of his advisory work, he serves on the board of directors for a family-run restaurant franchise, providing consulting services. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities. The firm offers portfolio management and integrated financial planning, employing fundamental analysis and a variety of investment tools tailored to client goals.