Evan TroopEvan TroopManaging DirectorWealth Partner
Awards and Industry Recognition
Forbes
Financial Planning
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About Evan
Evan Troop is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management.
Evan brings an institutional-quality approach, intellectual capital and enhanced fund capabilities to middle market clients. He partners with the investment bank and asset management group to deliver equity and fixed income execution, investment strategies, lending resources and cash management for corporates, family offices, RIAs, hedge funds and private equity firms.
Taking a leadership path to financial services, Evan graduated summa cum laude from the United States Merchant Marine Academy with a B.S. in Marine Transportation, a commission in the United States Navy and a 3rd mate unlimited tonnage license which allows him to navigate commercial vessels. He worked for Transocean as a second officer aboard the Development Driller III, supporting notable projects that included the Macondo 252 relief-well operation, which successfully capped the BP oil spill in the Gulf of Mexico. Evan served and retired as a Lieutenant in the United States Naval Reserves with Military Sealift Command.
Switching gears, Evan earned an academic scholarship to the SMU Cox School of Business and completed his M.B.A. in Finance and Strategy. He began his career as a Private Banker at J.P. Morgan where he advised family offices and high-net-worth individuals and delivered resources for lending, trust & estate capabilities and capital investment ideas.
He segued to his current role in 2015 to provide clients with access to the firm's world-class products and services and a broad suite of transactional, asset management and investment advisory strategies.
Evan is a Vice President of the North Texas Alumni Chapter for USMMA and a member of the Watermark church. He sits on the board at the Parenting Center, an organization dedicated to offering members and professionals the tools, resources and services to build successful outcomes.
Evan resides in Dallas, and enjoys spending time with family and friends, running, hockey, football, snowboarding, wakeboarding and playing guitar.
Insights
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Custodial accounts
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November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowPlanning for your child becoming an adult
November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowJ.P. Morgan NextList 2025
November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read NowUnderstanding disability insurance
November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowPast, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now