Ray Evans, CFP®
President/Owner
Ray Evans, originally born and raised in Massachusetts, served in the United States Air Force from 1982 – 1986 and continued his military service in the Arkansas Air National Guard from 1986 – 1989. Now a long-time Arkansas resident, Ray currently resides in Rogers, AR with his wife and young son. Ray obtained a Bachelor of Science Degree in Business Administration and Finance from The University of Arkansas, Little Rock in 1988 and from there went on to work for large financial organizations where he learned to utilize his financial/accounting training in a corporate atmosphere. Ray has been licensed with the Arkansas Department of Insurance and securities registered for over 20 years. Ray understands the importance of preserving his client’s assets, heirs and financial legacy and he strives to help his clients not only to explore their financial options but also to develop a plan for obtaining their financial goals.
In 1992, Ray left the corporate world behind to start his own business. Ozark Financial Services of NW Arkansas, Inc. is a full-service financial/insurance firm which provides a wide variety of products including securities*, variable* and fixed annuities, life insurance, Medicare supplement policies, long term care policies, health, dental, prescription drug plans, Property & Casualty Insurance, tax preparation, bookkeeping and accounting services. Ozark Financial Services of NW Arkansas, Inc. is located at 409 West Poplar Street in historic downtown Rogers, AR. While the company primarily services the financial needs of baby boomers and those already enjoying retirement, the Property & Casualty and Accounting divisions have allowed it to expand its services to clients of all ages.
In 2011 Ray received Certificate of Enrollment to practice before the IRS. This Enrollment, along with Ray’s competence in tax matters, will enable him to further broaden the scope of services provided to his clients.
In 2009, Ray completed the CFP® Certification Professional Education Program and in 2010 he was granted certification by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, and Certified Financial Planner™ in accordance with CFP Board certification and renewal requirements. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct andFinancial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
*Securities and advisory services may not be provided to individuals residing in any state not listed below:
Ray Evans, Registered in Arizona, Arkansas, District of Columbia, Florida, Kansas, Maryland, Minnesota, Missouri, Oklahoma, Tennessee, Texas, Washington, Wisconsin
AR Insurance Producer License No. 6259
Securities and investment advisory services offered through
Brokers International Financial Services, LLC.
Member FINRA/SIPC, Panora, Iowa
Brokers International Financial Services, LLC and Ozark Financial Services of
NW Arkansas, Inc./Ozark Tax Advisory Group are not affiliated companies.
Brokers International Financial Services, LLC does not provide tax advice.