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Evolution Financial Group Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Evolution Financial Group is a mid-sized financial services firm based in Media, Pennsylvania. It offers a range of services to help clients and their advisors achieve stronger financial outcomes, including insurance products, estate planning, and retirement planning. The organization emphasizes building trust and lasting relationships, supporting financial professionals so they can deliver meaningful value to clients.

Securities and investment advisory services are offered by Equity Services, Inc. (ESI), a broker/dealer affiliated with National Life Insurance Company (NLIC), while Evolution Financial Group operates independently of ESI. National Life Group is a trade name of NLIC, a fact that situates Evolution Financial Group within the network of entities connected to NLIC through its ESI affiliation.

Find Evolution Financial Group employees' phone numbers or email addresses

Evolution Financial Group Global Highlights

Location
Employees

North America
82

Minus sign iconPlus sign icon
  • United States Of America
    82

Evolution Financial Group's Leadership

  • Stylized image of a person
    B. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Associate Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. C.
    Financial Services Professional At Evolution Financial Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. C.
    Financial Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Financial Services Representative
    Phone icon
    Mobile Phone

Evolution Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Recruiting
  • Accounting
  • Other
  • Administrative

Contact profiles from Evolution Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. W.
    Partner
    Phone icon
    Mobile Phone
    Jul 01, 2026
  • Stylized image of a person
    A. S.
    Associate Managing Director
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    R. P.
    Service Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. L.
    Principal
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    C. C.
    Financial Services Professional At Evolution Financial Group
    Phone icon
    Mobile Phone
    Jul 07, 2026
  • Stylized image of a person
    S. L.
    Financial Advisor
    Phone icon
    Mobile Phone
    May 29, 2026
  • Stylized image of a person
    N. C.
    Financial Representative
    Phone icon
    Mobile Phone
    May 20, 2026
  • Stylized image of a person
    J. S.
    Financial Services Representative
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    J. J.
    Financial Planner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. M.
    Financial Representative
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Evolution Financial Group known for?

Minus sign iconPlus sign iconEvolution Financial Group operates in the Financial Services industry. Explore Evolution Financial Group's company overview page for more information.

What is Evolution Financial Group's most common email format?

Minus sign iconPlus sign iconEvolution Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Evolution Financial Group email formats with LeadIQ.

How many employees does Evolution Financial Group have currently?

Minus sign iconPlus sign iconEvolution Financial Group has approximately 67 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Evolution Financial Group's key employees and leadership?

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As of July 2026, Evolution Financial Group's key employees include:

  • Partner: B. W.
  • Associate Managing Director: A. S.
  • Service Manager: R. P.
  • Principal: D. L.
  • Financial Services Professional At Evolution Financial Group: C. C.

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