Rachel Evans has been an investment adviser representative at William Madison Advisors since December 2025, and is not listed among the firm’s executive officers or direct owners. Rachel Evans holds a Bachelor of Business Administration in Accounting from Abilene Christian University and a Master of Accountancy from Abilene Christian University.
William Madison Advisors, Inc. is an Abilene, TX firm with $498M under management, 505 clients and 3 advisers in one office, as of its March 2026 filing.
Rachel Evans is Senior Associate, Tax & Planning Services of William Madison Advisors. She joined the team in October 2022 as an associate for the co-located public accounting firm, Carter & Beard, PC, assisting clients with tax preparation, accounting and payroll, and is also a CFP professional serving clients with wealth management needs. She began her career at KPMG in Fort Worth as a Federal Tax Associate and worked as a Senior Tax Associate at a local accounting firm in Abilene before joining.
- – present · under a yearAbilene, TX · Adviser representative · Firm CRD 294782
Professional designations
Listed by William Madison Advisors
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Rachel Evans is registered as an investment adviser representative in Texas, since December 2025.
- TexasSince 22 December 2025
Examinations
No examinations are on Rachel Evans’s record.
- Full name
- Rachel L Evans
- CRD
- 8170810
- Firm
- William Madison Advisors · CRD 294782
- Office
- 6452 CENTRAL PARK BLVD, Abilene, TX 79606
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williammadison.com
Where does Rachel Evans work?
Rachel Evans is an investment adviser representative registered through William Madison Advisors, Inc. since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Rachel Evans a financial advisor?
Yes. Rachel Evans has a current investment-adviser registration in Texas, through William Madison Advisors since December 2025.
How many years of experience does Rachel Evans have?
Rachel Evans has 0 years in the financial industry, since December 2025, across 1 adviser firm.
Where is Rachel Evans based?
Rachel Evans’ registered office is in Abilene, TX.
Is Rachel Evans registered with FINRA?
No. Rachel Evans has no current broker registration.
Is Rachel Evans a CFP?
William Madison Advisors lists Rachel Evans with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rachel Evans’ record?
Search CRD 8170810 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachel Evans’ full registration record.
