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Brenda Winn

Client Relationship Manager at EP Wealth Advisors

  • LinkedIn

Email Email: b****@epwealth.com

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

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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

Katherine Phan

Regional Office Manager

Kasey Kishiyama

Senior Client Relationship Associate

Nicole Smith

Office Services Associate

Cfp® Tyler Petersen

Cfp® | Vice President/Partner at Ep Wealth Advisors

Cfp® Brian H. Wilde

Vice President/Fee Only Wealth Advisor

Frequently Asked Questions Regarding Brenda Winn

Answer: Brenda Winn works for EP Wealth Advisors as Client Relationship Manager

Answer: Brenda Winn’s role in EP Wealth Advisors is Client Relationship Manager

Answer: Brenda Winn's email address is b***@gmail.com

Answer: Brenda Winn's business email address is b****@epwealth.com

Answer: Brenda Winn’s direct phone number is (***)-***-****

Answer: Brenda Winn works in the industry of: Financial Services

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

Answer: EP Wealth Advisors's Client Relationship Manager is Brenda Winn

Answer: Brenda Winn contact details:

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

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