David Evensky is a senior executive and business development leader with decades of experience in the financial services industry. As Principal and Chief Revenue Officer at Evensky & Katz / Foldes Wealth Management, he is responsible for driving the firm’s growth strategy, fostering long-term client relationships, and ensuring the delivery of services remains rooted in fiduciary excellence. 

David’s work focuses on expanding the firm’s impact—both in the lives of its clients and in the communities it serves. He plays a key role in aligning the firm’s mission with client engagement and philanthropic leadership, helping shape strategies that reflect the firm’s core values of stewardship, accountability, and trust. He holds the Retirement Management Advisor (RMA®) credential, demonstrating his understanding of the complexities surrounding retirement readiness and longevity planning, which he leverages to empower his team of wealth managers.  

David’s career spans decades in the wealth management industry, where he has been instrumental in shaping business strategies that prioritize both client success and sustainable growth. His leadership has not only contributed to the firm’s growth but has also positioned him as a thought leader in corporate social responsibility. He has pioneered several charitable initiatives that integrate community service into business practices, such as Cocktails Under the Stars, a fundraising event for Legal Services of Greater Miami, and the firm’s annual Charity Golf Tournament, which raises funds for local causes. Through his efforts, David has cultivated a corporate culture at Evensky & Katz / Foldes Wealth Management that balances financial expertise with meaningful community impact, allowing clients and colleagues alike to see the value in giving back. 

Outside of his professional responsibilities, David’s role as Board Chair of the Friendship Circle reflects his deep commitment to civic engagement. His personal journey in community involvement has shaped his leadership style, demonstrating how businesses can drive positive change through authentic connections. David’s approach to wealth management is rooted in his belief that every client deserves a customized strategy that aligns with their personal and financial goals, and his work with local charities reflects his dedication to inclusivity and social responsibility. His leadership continues to inspire those around him, not only in the wealth management world but also in the broader community. David’s commitment to People, Community, Stewardship, Fiduciary, Trust, and Accountability reflects his unwavering belief in using his position to create a lasting, positive impact.