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Richard Donnelly

Regional Director at EP Wealth Advisors

  • LinkedIn

Email Email: r****@epwealth.com

phone noPhone Number: (***)-***-****

I feel my purpose is to mentor and coach people to achieve greater satisfaction in their lives and in the financial world. My 30 plus years as a financial professional have provided exten...

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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

Emily Sorensen

Financial Planning Associate

Amanda Jones

Client Relationship Associate

Sarah Ellersick

Financial Planning Intern

Jennifer Li

Director of Financial Planning

Alan Berkshire

Chief Administrative Officer & General Counsel

Cfp® Nick Hatfield

Vice President and Wealth Advisor at Ep Wealth Advisors

Mark Matley

Regional Director/Partner

John McKenzie

Investment Operations Associate

Geniffer Takacs

Associate Director, Investments

Frequently Asked Questions Regarding Richard Donnelly

Answer: Richard Donnelly works for EP Wealth Advisors as Regional Director

Answer: Richard Donnelly’s role in EP Wealth Advisors is Regional Director

Answer: Richard Donnelly's email address is r***@gmail.com

Answer: Richard Donnelly's business email address is r****@epwealth.com

Answer: Richard Donnelly’s direct phone number is (***)-***-****

Answer: Richard Donnelly works in the industry of: Financial Services

Answer: Richard Donnelly is the current Regional Director at EP Wealth Advisors.... Read More

Answer: Richard Donnelly works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Regional Director is Richard Donnelly

Answer: Richard Donnelly contact details:

  • Phone number  :  (***)-***-****
  • Email  :  r****@epwealth.com

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