Let's move forward. Together.

Evergreen Wealth Management Services is committed to helping you plan for the future by providing comprehensive wealth management solutions for all of your financial needs.  Our customized approach focuses on financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.  As our client, we expect you’ll be pleased with our service, our ability to help simplify, organize and optimize your family’s financial planning, and our desire to be your proactive and responsive one-stop resource.

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    Derek Glynn

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • MA
    • ME
    • MI
    • MT
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OK
    • OR
    • RI
    • SD
    • TX
    • WA

    Derek began his career at Merrill Lynch in 1995 after graduating from Saint Michael's College in Vermont with a Bachelor's Degree in Business Administration. Following his tenure at Merrill Lynch, Derek and his team joined UBS Financial Services in April of 2015. With over 25 years of experience, Derek and his team work with clients to develop a customized financial plan that allows clients to pursue what's most important to them. Our ultimate responsibility is to help clients build a solid foundation on which to make financial decisions with confidence.

    In life away from work, Derek resides in Lake Forest Park with his wife Tracy and two kids, Jack and Tara. In his free time Derek enjoys skiing and traveling with friends and family.

    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

      • Chartered Retirement Planning Counselor℠
      1604 Hewitt Ave
      6th Floor, Suite 601
      Everett, WA 98201
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      Christian Clausen

      Financial Advisor

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      • CA
      • CO
      • NY
      • WA

      As a Financial Advisor with Evergreen Wealth Management Services, my passion for assisting our clients in reaching and exceeding their financial goals stems from a desire to help manage all aspects of their financial life. This allows our clients to focus on what is most important to them; by simplifying and optimizing the planning process, we tailor solutions to their needs through all of life’s, and markets, ups and downs. Clients appreciate our open and honest communication style built on trust, understanding and discipline which allows us to adjust plans accordingly ensuring goals and objectives are met long term. We achieve this with our proactive approach to be your one-stop resource for all wealth management related needs. If this sounds like the type of team you want working for you, we welcome the opportunity to start or continue the conversation and see if working together makes sense for your financial future.

      In life away from work, my wife Ava and I reside in Edmonds with our dog Jax. Some activities I enjoy are basketball, golf, and traveling with friends and family.

          • Accredited Wealth Management Advisor℠
          • Chartered Retirement Planning Counselor℠
          • Chartered Retirement Plans Specialist℠
          1604 Hewitt Ave
          6th Floor, Suite 601
          Everett, WA 98201
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          Meghan Antonucci

          Senior Client Associate

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          • AK
          • WA

          Meghan is Senior Registered Client Service Associate. She joined UBS in 2009 and has over 17 years of experience in the finance and banking industries. Meghan enjoys the relationships she makes with clients and works hard to assist them in all their banking and financial needs.

          Meghan was born and raised in Anchorage, Alaska. She holds a Bachelors of BA in Finance from the University of Alaska, Anchorage. Outside of work Meghan enjoys traveling and spending time with her husband and young Son.

                1604 Hewitt Ave
                6th Floor, Suite 601
                Everett, WA 98201

              Insights

              Your life, wealth and future

              Your life, wealth and future

              A team approach

              A team approach

              Goals-based planning

              Goals-based planning

              Backed by the strength of UBS

              A global leader in wealth management

              #1

              for High Net-Worth clients

              Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

              #1

              For Ultra-High Net Worth clients

              Euromoney Private Banking and Wealth Management Survey, 2016-2022

              More than 150 years

              offering financial advice