EVOS Financial Employee Directory

Financial ServicesTexas, United States2-10 Employees

EVOS Financial is a small financial services firm based in Dallas, Texas. It focuses on helping clients manage every aspect of their financial lives, emphasizing a highly personalized approach to service. The goal of the firm is to foster financial stability and security with the aim of enabling financial independence for its clients.

In the financial services landscape, EVOS Financial concentrates on providing ongoing, personalized guidance to clients rather than focusing solely on one-time services. The organization operates in Dallas as a small team serving individuals in the local market.

Find EVOS Financial employees' phone numbers or email addresses

EVOS Financial Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

EVOS Financial's Leadership

  • Stylized image of a person
    C. J.
    Wealth Advisor, Mba, Chfc, Cfs
    Phone icon
  • Stylized image of a person
    K. G.
    Financial Planner
    Phone icon
  • Stylized image of a person
    D. G.
    Financial Planner Advisor
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  • Stylized image of a person
    K. B.
    Financial Planner
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EVOS Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from EVOS Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. J.
    Wealth Advisor, Mba, Chfc, Cfs
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    K. G.
    Financial Planner
    Phone icon
    United StatesGeorgia
    Jun 08, 2026
  • Stylized image of a person
    D. G.
    Financial Planner Advisor
    Phone icon
    May 06, 2024
  • Stylized image of a person
    K. B.
    Financial Planner
    Phone icon
    UNITED STATES
    Oct 22, 2024

Frequently Asked Questions

What is EVOS Financial known for?

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EVOS Financial was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 15770 Dallas Parkway Suite 910 Dallas, Texas 75248 United States; you can contact the main corporate office by phone at . Explore EVOS Financial's company overview page for more information.

What is EVOS Financial's most common email format?

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

How many employees does EVOS Financial have currently?

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EVOS Financial has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are EVOS Financial's key employees and leadership?

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As of February 2026, EVOS Financial's key employees include:

  • Wealth Advisor, Mba, Chfc, Cfs: C. J.
  • Financial Planner: K. G.
  • Financial Planner Advisor: D. G.
  • Financial Planner: K. B.

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