Evergreen Wealth Solutions Employee Directory

Evergreen Wealth Solutions Global Highlights

Location

Employees

North America

10

• United States Of America
  10

Evergreen Wealth Solutions's Leadership

• 
  M. K.

  Director Of Planning & Investments

  Mobile Phone

  Email
• 
  K. V.

  Business Development Manager

  Mobile Phone

  Email
• 
  L. L.

  Client Relationship Manager

  Mobile Phone

  Email
• 
  J. D.

  Wealth Manager

  Mobile Phone

  Email
• 
  J. D. C.

  Wealth Manager And Cfp®, Clu®, Lutcf®

  Mobile Phone

  Email
• 
  C. S.

  Administrative Assistant

  Mobile Phone

  Email
• 
  J. W.

  Associate Advisor

  Mobile Phone

  Email
• 
  J. C.

  Associate Financial Advisor

  Mobile Phone

  Email

Evergreen Wealth Solutions Employee Metrics

• Banking
• Community & Social Services
• Other

Banking is the largest department at 83% of profiles with a known department, down from 91% in January 2026, followed by Community & Social Services (17%, up from 9%).

Contact profiles from Evergreen Wealth Solutions

• 
  M. K.

  Director Of Planning & Investments

  Mobile Phone

  Email

  United States, Pennsylvania

  Jun 25, 2026
• 
  K. V.

  Business Development Manager

  Mobile Phone

  Email

  United States, Florida

  Jun 02, 2026
• 
  L. L.

  Client Relationship Manager

  Mobile Phone

  Email

  United States, Pennsylvania

  Jun 26, 2026
• 
  J. D.

  Wealth Manager

  Mobile Phone

  Email

  United States, Pennsylvania

  Jun 08, 2026
• 
  J. D. C.

  Wealth Manager And Cfp®, Clu®, Lutcf®

  Mobile Phone

  Email

  United States, Pennsylvania

  Jan 27, 2026
• 
  C. S.

  Administrative Assistant

  Mobile Phone

  Email

  United States, Pennsylvania

  May 28, 2026
• 
  J. W.

  Associate Advisor

  Mobile Phone

  Email

  United States, Pennsylvania

  Feb 18, 2026
• 
  J. C.

  Associate Financial Advisor

  Mobile Phone

  Email

  United States, Pennsylvania

  Oct 23, 2024

• 1

Frequently Asked Questions

What are the largest departments at Evergreen Wealth Solutions?

Banking is the largest department at 83% of profiles with a known department, down from 91% in January 2026, followed by Community & Social Services (17%, up from 9%).

How has Evergreen Wealth Solutions's workforce changed over the past year?

Evergreen Wealth Solutions's workforce fell 45% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 91% to 83%.

How many employees does Evergreen Wealth Solutions have currently?

Evergreen Wealth Solutions has approximately 8 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Evergreen Wealth Solutions's key employees and leadership?

As of November 2026, Evergreen Wealth Solutions's key employees include:

• Director Of Planning & Investments: M. K.
• Business Development Manager: K. V.
• Client Relationship Manager: L. L.
• Wealth Manager: J. D.
• Wealth Manager And Cfp®, Clu®, Lutcf®: J. D. C.

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What is Evergreen Wealth Solutions's most common email format?

Evergreen Wealth Solutions employees' email format typically follows the pattern of First@egwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Evergreen Wealth Solutions email formats with LeadIQ.

What is Evergreen Wealth Solutions known for?

Evergreen Wealth Solutions was founded in 2015 and operates in the Financial Services industry. Explore Evergreen Wealth Solutions's company overview page for more information.