Leila Evans, CFP®

Regional President, Senior Managing Director

Charlotte, NC


Leila is a Regional President based in MAI’s Charlotte office. She joined the firm in 2021 following the acquisition of Queens Oak Advisors, where she served as the Managing Partner and Director of Client Service.  With over 25 years of experience in financial services, Leila has worked extensively with high-net-worth individuals and families.

Prior to Queens Oak, Leila spent over 20 years at Wachovia, where she progressed to Senior Vice President and Partner with the bank’s wealth management group.  While there, her duties included relationship management, financial planning, lending, and investment services.

Leila earned a B.A. in Economics from the University of North Carolina at Chapel Hill. She is a CERTIFIED FINANCIAL PLANNER™ professional and serves as a Board member of Safe Alliance.

Leila is passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network.

We look forward to learning about your financial goals.