Meet the Investment Team Evan Zollinger
Centralized Wealth Advisor, CEPA®
Evan Zollinger has been a dedicated virtual wealth advisor with Mountain America Investment Services since 2021. He graduated with a bachelor's degree in finance from Southern Utah university and holds Series 7 and 66 licenses through LPL Financial.
Evan is not just passionate about finance; he is also an avid reader, golfer and financial market enthusiast. When he's not immersed in the world of finance, Evan enjoys spending quality time with his wife of three years. Together, they love exploring new destinations, hiking scenic trails and enjoying movie nights.
Evan's true passion lies in serving others. He finds great fulfillment in helping credit union members create and define their financial goals, helping them ensure they are well-equipped to pursue their dreams.
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
