Weldon Evans | Executive Vice President, National Sales Director
Weldon Evans serves as Executive Vice President – National Sales Director at Carter Funds. He brings more than 35 years of experience to the company, with a successful track record of organizing and implementing targeted marketing strategies to raise capital in the institutional and retail investment space. He also brings many years of management, marketing, and brokerage experience.
Mr. Evans most recently worked as National Sales Director for ExchangeRight in Pasadena, CA from 2019 to 2021 where he managed sales and distribution for Exchange Right Essential Income Strategy (REIT) and 1031 DST tax advantage offerings in the Independent Broker Dealers and RIA channels. Under Mr. Evans’ leadership, Exchange Right experienced the best year in the company’s history with sales totaling $90 million in 2020, more than doubling 2019 sales of $44 million, despite COVID-19 challenges.
From 2014-2019, Mr. Evans served as Senior Vice President of the Southern Region at Preferred Capital Securities (PAC) where he managed sales of PAC preferred stock offerings to Independent Broker Dealers and RIA channels. His territory was #1 in the country for 3 years running, contributing over $200 million in capital raised in the preferred offering.
Prior to 2014 Mr. Evans served as the Eastern Divisional Director of American International Group (AIG), where he managed sales, marketing, training and product distribution for annuities and retail investment strategies for the company’s Financial Advisor channel. Selling groups included FSC Securities, Commonwealth Financial, Cambridge, Bank of America, Ameriprise, VSR, Investors Capital, Geneos, IFG, Next Financial, Queststar Capital, Capital Investments, United Planners, First Allied, Berthel Fisher, Kalos, among others.
In 2003, Mr. Evans was named Senior Vice President of the Eastern Division of Bank of America Capital Management where he developed sales strategies and managed wholesalers and selling groups, including Merrill Lynch, Wells Fargo, UB, LPL, Raymond James, FSC, AIG, Royal Alliance, Sun America, Wachovia, A.G. Edwards, Commonwealth, Investors, Capital, Cambridge, PacWest, VSR, IFG, First Allied, and JP Turner, among others. Mr. Evans also served as Senior Vice President, Southwest Division at Dreyfus, Senior Vice President and Partner at Roger Engemann/Phoenix Investment Partners, Inc, President & Managing Director, North America for American International Group, Vice President & Southern Region Divisional Manager for Keystone Investment Distributors/Keyport Annuity, Vice President of National Accounts at Alex Brown and Sons Securities, Inc, Vice President of the Southern Region for Cis Capital Income Fund, and Vice President of Birtcher Real Estate Partners.
Mr. Evans obtained a bachelor’s degree from the University of North Carolina and currently holds FINRA Series 7, 26, 63, and 65 securities licenses