Teams at EP Wealth Advisors

Provide comprehensive service to assigned high-net-worth clients, qualify inbound leads, coordinate with portfolio management, operations, and financial planning, document interactions in CRM, support marketing referrals, ensure compliance with regulations and firm policies, and assist business development and client retention efforts.

Provide comprehensive service to assigned clients, qualify inbound leads, support advisor team preparation and workflow, document interactions in CRM, coordinate with portfolio management/operations/financial planning, ensure compliance, and help achieve business development and client retention goals.

Provide comprehensive service to assigned high-net-worth clients, support lead qualification and internal marketing, coordinate with portfolio management and operations for meeting preparation, document interactions in CRM, ensure compliance with regulatory and company policies, and help drive client retention and business development.