Evolution Financial Group
Stephen Smith is a seasoned financial professional with extensive experience in various leadership roles across multiple companies. Currently serving as a Partner at Evolution Financial Group since November 2018, Stephen previously held the position of Manager, Financial Services at Prudential Financial, where responsibilities included developing relationships with business leaders and mentoring Financial Professional Associates in sales and marketing. Stephen’s career also includes roles as a Registered Investment Advisor at McAdam Financially Advanced™, a Financial Advisor/District Manager at Voya Financial, General Manager at RSC, Regional Sales Manager at Classic Soft Trim, and Owner/President at Absolute Audio, showcasing a diverse background in finance, management, and sales.
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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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