Naples, FL Office

Scott Norris is a CFP® with 26 years of industry experience, currently serving at Evergreen Wealth. He has worked at Evergreen Wealth and affiliated firms since 2011 and previously held roles at LPL Financial and Equitable Advisors. Outside of his advisory work, Norris is an independent insurance agent and a member of a private placement investment management firm. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, offering portfolio management and integrated financial planning. The firm employs fundamental analysis and may recommend independent managers and alternative investments tailored to client objectives.

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 eight years of industry experience, currently serving at Evergreen Wealth. Prior to joining Evergreen Wealth in 2018, he worked for Marine Bank from 2010 to 2018. He is active as a committee member overseeing fundraising and events for the American Lung Association. Evergreen Wealth serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis tailored to client goals and offers access to independent investment managers and alternative investment strategies for suitable clients.

Timothy Nash is a financial advisor with Evergreen Wealth, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at J.P. Morgan Securities and March Capital. Outside of financial advising, he is president and CEO of Nash Innovations, LLC, an intellectual property management company. Evergreen Wealth serves individual and high-net-worth clients, retirement plans, charitable organizations, and business entities, providing portfolio management, integrated financial planning, and ERISA-covered retirement plan services. The firm employs fundamental analysis, offers access to independent managers, and utilizes tools like options and alternative investments 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.