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Liz Mc Queen

Vice President and Partner at EP Wealth Advisors

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees

Chad Burton

Regional Director/Partner

Jordan Hubbs

Wealth Advisor Associate

Martyn Wicks

Director of Accounting and Financial Reporting

Thomas Kyle

Wealth Advisor Associate

Neal Marchant

Senior Vice President, Partner

Mitch Conlon

Regional Director, Partner

CRPC Otoole

Senior Wealth Advisor

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  • Phone number  :  (***)-***-****
  • Email  :  l****@soundmarkwealth.com

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