Evercore Wealth Management, LLC today announced the appointment of Debora Carswell as a Managing Director and Financial Advisor in the firm's Florida office.
Ms. Carswell previously led the private wealth management practice of SunTrust Bank in Florida. She joined SunTrust in 1985 and has worked with high net worth families throughout the Southeast.
"We are pleased to have someone of Debbie's caliber join our growing Florida team," said Evercore Wealth Management CEO Jeff Maurer. "Her experience in helping families successfully navigate financial decision-making further strengthens our capabilities in the Southeast."
Ms. Carswell will work directly with families in the region, supported by the Evercore Wealth Management national strategic wealth planning group. Additionally, she will lead the firm's Wise Women financial education program in the Southeast.
She earned a Bachelor of Science degree at Florida State University in Tallahassee and completed a two-year study program at the Florida Graduate Trust & Wealth Management School. She holds the Certified Trust and Financial Advisor (CFTA) designation.
Ms. Carswell is based in Orlando and is a board member of the American Red Cross of Greater Orlando.
About Evercore Wealth Management
Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, endowments and foundations, delivering customized investment management, financial planning, and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission, with offices in New York, Minneapolis, San Francisco, and Tampa. The firm manages $6.8 billion in client assets as of March 31, 2017. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank, and Evercore Trust Company of Delaware. More information about planning, investing, and personal fiduciary services at Evercore Wealth Management can be found at www.evercorewealthmanagement.com.
About Evercore
Established in 1995, Evercore (NYSE: EVR) is a leading global independent investment banking advisory firm. Evercore advises a diverse set of investment banking clients on a wide range of transactions and issues and provides institutional investors with high quality equity research, sales and trading execution that is free of the conflicts created by proprietary activities. The Firm also offers investment management services to high net worth and institutional investors. With 28 offices and affiliate offices in North America, Europe, South America and Asia, Evercore has the scale and strength to serve clients globally through a focused and tailored approach designed to meet their unique needs. More information about Evercore can be found on the Company's website at www.evercore.com.
