Evergreen Wealth Advisors

Andrew Defilippis is a financial advisor at Evergreen Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments for six years and Edward Jones for four years. Outside of his advisory role, he was involved with Good Crack Productions in 2025. Evergreen Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, financial planning, and donor-advised fund programs, employing a Modern Portfolio Theory-based investment approach combined with tax-aware management techniques.

Matthew Robison is a financial advisor at Evergreen Wealth Advisors with 15 years of industry experience. He holds a Series 65 designation and previously worked for Fisher Investments for 15 years before joining Evergreen Wealth Advisors in 2025. Evergreen Wealth Advisors is an SEC-registered firm serving individual, high-net-worth, and business clients with discretionary portfolio management, financial planning, and donor-advised fund programs. The firm employs a Modern Portfolio Theory-based investment approach combined with tax-aware management techniques and delivers services through software, including AI-driven content distribution.

Samantha Muncy is a financial advisor at Evergreen Wealth Advisors with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes 18 years at Edward Jones and roles at Public Holdings, Inc. and its subsidiaries, where she served as Head of Customer Experience. Evergreen Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients as well as business entities. The firm offers discretionary portfolio management, financial planning, and donor-advised fund programs, employing a Modern Portfolio Theory–based investment approach combined with tax-aware management techniques.

Joel Anderson is a financial advisor at Evergreen Wealth Advisors in Raleigh, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Evergreen Wealth Advisors in 2024, he worked at Values Added Financial, LLC, Ameriprise Financial Services LLC, and Wells Fargo Clearing. He also served in the United States Navy from 2009 to 2017. Evergreen Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients as well as business entities, offering discretionary portfolio management, financial planning, and donor-advised fund access. The firm employs a diversified investment approach based on Modern Portfolio Theory, combined with tax-aware management techniques and technology-driven service delivery.