Michael Colkitt Email & Phone Number
Managing Director @ Evolution Financial Group
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Michael Colkitt Location
- Philadelphia, PA, US
Michael Colkitt Work
- 2017 -now Managing Director @
- 2015 -2017 Manager, Financial Services @
- 2010 -2015 Partner @
- 2008 -2010 Vice President @
- 1996 -2008 SVP, Regional Sales Manager @ Independent Financial
Michael Colkitt Education
- The American College of Financial Services
RICP (Retirement Icome Certified Professional)
- Neumann University
BS (Liberal Studies, Business Administration Concentration)
Michael Colkitt Skills
- Wealth Transfer Strategies
- Lifetime Income Strategies
- Life Insurance Strategies
- Risk Management
- Business Planning
- Banking
- Gifting Strategies
- Wealth Preservation Planning
- Key Person Insurance
- Supplements to Employee Benefits
- Licensed in Long-Term Care Insurance
- Grandchild Gifting
- Investments
- Retirement Planning
- 401(k) Rollovers
- IRA Rollovers
- Financial Planning
- IRAs
- Investment Advisory
- Portfolio Management
- 401k Rollovers
- Finance
- Project Management
- Lifetime Income
- Licensed in Long Term Care Insurance
- Wealth Preservation
- Microsoft Excel
- Supplements to Employee
- Sales Management
- Life Insurance
- Licensed in Long Term
- Financial Services
- Wealth Transfer
Michael Colkitt Summary
- Michael Colkitt, based in Philadelphia, PA, US, is currently a Managing Director at Evolution Financial Group. Michael Colkitt brings experience from previous roles at Prudential Financial, New York Life Insurance Company, LPL Financial and Independent Financial. Michael Colkitt holds a RICP in Retirement Icome Certified Professional @ The American College of Financial Services. With a robust skill set that includes Wealth Transfer Strategies, Lifetime Income Strategies, Life Insurance Strategies, Risk Management, Business Planning and more. Michael Colkitt has 5 emails and 1 mobile phone numbers on RocketReach.
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