Business Development & Client Management

The Business Development & Client Management team at EV - Financial Solutions is responsible for expanding the company's market reach by identifying and cultivating new business opportunities and maintaining strong, ongoing relationships with existing clients. This team works closely with intermediary financial partners to deliver tailored advice, guidance software, and investment solutions, ensuring their needs are met and aligning EV’s services with market demands. By leveraging their deep industry experience and EV’s advanced financial planning tools, they drive client engagement, satisfaction, and long-term partnerships.