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Evaggelia Hatzimanolis
Evaggelia Hatzimanolis
Financial Advisor
Financial Planning Associate
Guided Portfolio Manager
595 South Federal Highway
4th Floor
Boca Raton, FL 33432
tel: 561-393-1576
toll free: 800-327-0146
fax: 561-393-6250
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Associations
  • Junior Achievement of South Florida
    Professional Connection Board of Directors
  • Miami City Ballet
    Host Committee
Education and Licensing
  • Bachelor of Finance, 2002
    Florida International University
    Miami, FL

    Accounting, 1998
    Suffolk University
    Boston, MA
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Insurance Licensed
  • Financial Planning Associate Designation
  • Guided Portfolio Management Program
  • Alternative Investments Cerification
  • Smith Barney Advisor Certified
  • Exchange Traded Funds Certification
  • Unified Managed Account Certification
Services
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Philanthropic Services
  • Endowments and Foundations
  • Cash Management
  • Women and Company®
  • Planning for Special Needs Individuals
  • Structured Products
Business Experience
  • 1999 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Associate
    Guided Portfolio Manager
    Boca Raton, FL
Bulletin Board
  • Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, speak with us.
  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Evaggelia Hatzimanolis is licensed in the following state(s): CA, FL, GA, IL, MA, MD, MI, NJ, NY, SC
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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