Robert J. Kozloski, II

423-756-3828 ext. 103

E-mail Robert at rkozloski@evergreenci.com

Robert J. Kozloski, II, Financial Advisor

Robert Kozloski received a Bachelors of Science Degree in Marketing from Wilkes University in Wilkes-Barre, Pennsylvania in 1985 and a Masters in Business Administration in Finance from the University of Tennessee at Chattanooga in 1990. He is currently preparing to sit for his CPA exam. Robert has been in the financial services industry his entire career. Prior to becoming the President of Evergreen Consulting in the spring of 2002, Robert had worked primarily in bank management for several regional banks including AmSouth, First American, Pioneer, and Nations Bank mainly in the Retail Division of each bank. As a registered representative and insurance agent, Robert is the cornerstone of Evergreen Consulting’s succession team. His role as President of Evergreen Consulting is to lead one of the southeast’s premier wealth management companies through its transition into a truly state of the art, marquee financial institution.

Registered Representative Offering Securities and Investment Advisory Services Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC.

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