EVERGREEN WEALTH MANAGEMENT, LLC of WILLIAMSTON, MI is an SEC-registered investment adviser (CRD 174090). Regulatory assets under management: $248.7M.
Compensation: % of AUM.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Jeffrey Dale Gorsline | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | Perrysburg, OH |
| Stephen Lawrence Hanley | CHIEF INVESTMENT OFFICER & MEMBER | — |
| David C Bensch | CHIEF COMPLIANCE OFFICER | — |
| HANLEY STEPHEN LAWRENCE | CHIEF INVESTMENT OFFICER & MEMBER | — |
| GORSLINE JEFFREY DALE | INVESTMENT ADVISOR REPRESENTATIVE & MEMBER | — |
| BENSCH DAVID C | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PERRYSBURG | OH | 2 | 517-655-2118 |
| PERRYSBURG | OH | 2 | 517-655-2118 |
| WILLIAMSTON | MI | 1 | 517-655-2118 |
| WILLIAMSTON | MI | 1 | 517-655-2118 |