Evan Harbot serves as the Regional Vice President at CNL Securities, where he plays a pivotal role in promoting and distributing the firm’s alternative investment strategies across the Southeast. With a strong focus on building and maintaining relationships with financial advisors and intermediaries, Evan leverages...
Evan Harbot serves as the Regional Vice President at CNL Securities, where he plays a pivotal role in promoting and distributing the firm’s alternative investment strategies across the Southeast. With a strong focus on building and maintaining relationships with financial advisors and intermediaries, Evan leverages his extensive expertise in investments and business relationship management to drive growth and enhance client engagement. His strategic approach to business development enables him to identify unique opportunities within the alternative investment landscape, positioning CNL as a leader in this niche market.
In his current role, Evan is actively involved in key projects that aim to educate financial advisors about the benefits of alternative investments, including real estate and private equity. He conducts informative seminars and one-on-one consultations, ensuring that advisors are equipped with the knowledge they need to effectively communicate these strategies to their clients. His ability to articulate complex investment concepts in a clear and compelling manner has made him a trusted resource among his peers and clients alike.
Evan’s commitment to fostering long-term partnerships is evident in his proactive outreach and follow-up strategies, which are designed to cultivate loyalty and trust within the financial community. His deep understanding of market trends and regulatory changes further enhances his ability to provide valuable insights that help advisors navigate the evolving investment landscape. As a result, Evan Harbot not only contributes to the success of CNL Securities but also plays a crucial role in advancing the adoption of alternative investments among financial professionals in the Southeast.
