Evergreen Wealth Solutions
Evergreen Wealth Solutions is a client-centric wealth management firm offering personalized services for individuals, families, businesses, and institutions. We view managing your wealth as a unique opportunity and privilege, so we treat them as if they were our own. We're real people serving real people, and we believe that our clients' interests come first. Securities and advisory services offered through Commonwealth Financial Network, Member a Registered Investment Adviser. This communication strictly intended for individuals residing in the states of CA,CO,DC,FL,GA,IL,IN,KY,MD,MN,MO,NC,NJ,NY,OH,OK,OR,PA,VA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Please review our Terms of Use here:
7-day free trial · no credit card
Verified contacts
9
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
86
organic / mo
Sign up free to see all 9 verified contacts at Evergreen Wealth Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- MK
Michael Kolb
Director of Planning & Investments · General Business & Management
EmailPhone - GP
Georgia Potts
Operations Manager · Operations
EmailPhone - KV
Kate Visco
Business Development Manager · Sales & Business Development
EmailPhone - LL
Lisa Lytle
Client Relationship Manager · Customer/Client Service
EmailPhone - CS
Cody Street
Administrative Assistant · Operations
EmailPhone - JW
Justin Warfel
Associate Advisor · Finance & Accounting
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Evergreen Wealth Solutions
8 distinct titles indexed · top 8 shown.
- 2client relationship manager
- 1administrative assistant
- 1associate advisor
- 1business development manager
- 1director of planning & investments
- 1operations manager
- 1senior compliance analyst
- 1wealth manager
Sign up to unlock all 9 contacts at Evergreen Wealth Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Evergreen Wealth Solutions
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.