Experience

Evan McGrath is a First Vice President – Wealth Management at UBS. Evan brings more than a decade of experience helping individuals and families navigate complex financial decisions with clarity and confidence. His path into wealth management was driven by a deep interest in helping clients make informed financial choices and build long-term security. Early in his career, Evan sought opportunities to deepen his expertise in financial planning, investments, and client relationship management, strengthening his commitment to becoming a valued advisor to clients.

Evan began his career in the financial services industry in insurance and advisory roles, before progressing into banking and ultimately transitioning into wealth management at J.P. Morgan. Through these experiences, he developed a comprehensive perspective on his clients’ needs and discovered a passion for working closely with them as a long-term partner in their financial lives.
In his current role, Evan believes the most important responsibility he has as a Financial Advisor is to provide steady guidance and thoughtful perspective, helping clients stay focused on their goals regardless of market conditions. He works to design customized financial plans and investment strategies that support wealth accumulation, preservation, and generational transfer.

Evan is motivated each day, by the opportunity to make a meaningful, lasting impact in the lives of his clients. Ultimately, he strives to be a trusted partner who simplifies complexity, brings discipline to decision-making, and helps clients turn their financial goals into lasting outcomes.