Evolution Financial Group
Connie Mantilla began their work experience as a Sr Financial Specialist/Banker II, AVP at Wells Fargo Bank NA in June 2004, where they worked until November 2011. Connie then took on the role of Regional Private Banker at the same company from December 2011 to January 2016, where they established and managed an Affluent Book of Customers, provided excellent customer service, and collaborated with various banking departments to deliver customized financial solutions.
In May 2016, Connie joined Prudential Financial as a Financial Professional, a position they held until January 2021. Currently, they are working as a Financial Professional at Evolution Financial Group, starting in February 2021.
Connie Mantilla attended Tennessee State University from 1994 to 1996, where they earned a Bachelor of Science degree in marketing. Connie later pursued a Bachelor of Applied Science (BASc) degree in Business, Management, Marketing, and Related Support Services at the University of Tennessee, Knoxville. It is unclear when Connie obtained the Series 7 certification from the Financial Industry Regulatory Authority (FINRA).
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Evolution Financial Group
A Comprehensive Financial Services Provider with a Cause Because life moves forward, Evolution Financial is a forward-thinking financial services firm. We strive to take clients to the next level of financial success so they can build wealth across generations, and we help take advisors' practice to the next level so they can provide real value for their clients. We are committed to building trust and lasting relationships. At Evolution Financial, we believe in the difference financial professionals make in their clients' lives. Our mission is to help secure the financial futures of families and businesses through sound strategies and prudent advice. Whether you're seeking insurance products and services, estate planning strategies, or retirement planning solutions, we are there every step of the way. Securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA (FINRA.org)/SIPC (SIPC.org), Rosetree Building 1, 1400 N. Providence Road, Suite 117, Media, PA 19063. (610) 891-9700 National Life Group is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, and its affiliates. ESI is a broker/dealer affiliate of NLIC. Evolution Financial Group is independent of ESI. TC87235(0519)p
Employees
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