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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

Kim Hedlund

Client Relationship Associate

Jeffrey Burch

Regional Director / Partner

Amy Ho-Markowski

Associate Estate Attorney

Stephen Dart

Regional Director/Partner

Jordan Loo

Data Operations Associate

Eka Bettis

Client Relationship Associate

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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