org placeholder image

Joey Katz

Associate Regional Director at EP Wealth Advisors

  • LinkedIn
map
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...

    Read More

  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

EP Wealth Advisors Org Chart and Mapping

Employees

Phuong Quach

Financial Planning Associate

Lyndsey Xa

Senionr Financial Planner

Adam Phillips

Managing Director, Portfolio Strategy

Brenda Winn

Client Relationship Manager

Mary Harris

Senior Wealth Advisor

Darjae Crenshaw

Senior Operations Associate

Alec Bauer

Mergers and Acquisitions Associate

Frequently Asked Questions Regarding Joey Katz

Answer: Joey Katz works for EP Wealth Advisors as Associate Regional Director

Answer: Joey Katz’s role in EP Wealth Advisors is Associate Regional Director

Answer: Joey Katz's email address is j***@gmail.com

Answer: Joey Katz's business email address is j****@morganstanley.com

Answer: Joey Katz’s direct phone number is (***)-***-****

Answer: Joey Katz works in the industry of: Financial Services

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

Answer: EP Wealth Advisors's Associate Regional Director is Joey Katz

Answer: Joey Katz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@morganstanley.com

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access