Financial adviser support, administrative assistant join firm
Evergreen Wealth Solutions recently announced the addition of two highly skilled professionals. Kathy Mayo and Cody Street, to the team. These talented individuals bring a combined expertise in financial services and administrative support, and financial advisory assistance that will enhance the firm’s commitment to exceptional client service and operational efficiency. Mayo brings 37 years of financial industry experience to Evergreen Wealth Solutions. Starting her career in 1987 with EF Hutton, she has since built a distinguished career that includes 20 years at Merrill Lynch, 12 ...