As President of Evolution Financial Group, I am responsible for running the firm and coaching advisors to help them reach their full potential. One of my specialties is the development of the sales team, including the recruitment, training, and supervision of producers. With over 22 years of experience in the financial services industry, I am passionate about helping individuals, families, and business owners achieve financial success. I am motivated by the difference we can make in people's lives and the difference I can make in our advisors' lives.
Over the course of my career, I have obtained several industry designations, including the Chartered Financial Consultant® (ChFC®), the Retired Income Certified Professional® (RICP®), and the Chartered Life Underwriter® (CLU®). These designations have helped me hone my expertise and provide top-notch service to our clients. Prior to joining Evolution Financial Group in 2017, I was President at MassMutual Financial group based in Rochester, NY, where I oversaw more than 200 associates, staff, and management and provided professional services to individuals, families, and businesses. I have also held additional senior positions, including Managing Director for Centra Financial Group, Senior Partner at New York Life Insurance Company, and Sales Manager for MetLife.
I currently live in Philadelphia with my wife, Kate, and my son, Ari. When I am not directly trying to improve the lives of our clients, I am actively involved in Naifa, the FSCP, and Finseca. In my free time, I enjoy playing baseball and pickup basketball, traveling, and seeing different parts of the world.
David Jacowitz is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in PA. He is also insurance licensed in PA.