About Kenia
Kenia Chavez is a Senior Client Service Associate at Evergreen Gavekal, where she focuses on delivering a smooth, efficient, and personalized client experience. With a proactive approach and a commitment to clear communication, Kenia supports clients’ unique financial needs and works closely with the broader team to ensure clarity and confidence in every interaction.
Kenia began her financial services career at Wells Fargo in 2016 before transitioning to Bank of America/Merrill Lynch in 2018. She joined Evergreen Gavekal in 2023 and holds FINRA Series 7, 63, and 66 licenses.
Originally from Northern California, Kenia moved to Seattle in 2018 and earned her Bachelor of Science in Business Administration from Central Washington University. Outside the office, she enjoys hiking, traveling, cooking new cuisines, attending concerts, and spending time with her husband, Daniel, and their dog, Winston.
Education & Qualifications
Central Washington University