Leila Evans, CFP®

Regional President, Senior Managing Director

Charlotte, NC

LET’S CONNECT

Designations 

  • CERTIFIED FINANCIAL PLANNER™ professional

Work Experience 

  • Joined MAI after the acquisition of Queens Oak Advisors, where she served as the Managing Partner and Director of Client Service
  • Brings over 30 years of experience in financial services working extensively with high-net-worth individuals and families
  • Spent over 20 years at Wachovia, where she served as a Senior Vice President and Partner with the bank’s wealth management group and coordinated financial planning, lending, and investment services for clients
  • Passionate about empowering women to become more involved in their financial affairs and is active in MAI’s Women’s Network​

Life Outside of MAI 

  • Previous board member at Safe Alliance

Education

  • University of North Carolina at Chapel Hill, BA in Economics

We look forward to learning about your financial goals.

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