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Shawn Morriss

Senior Tax at EP Wealth Advisors

  • LinkedIn

Email Email: s****@epwealth.com

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

Experienced business leader adept at streamlining operations, spearheading revenue and using data analysis to ensure maximum business potential. Career has been characterized by ability t...

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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

Brett Anderson

Regional Director / Partner

Adam Hale

Financial Planning Associate

Jordan Hubbs

Wealth Advisor Associate

Kristopher West

Information Technology Associate

Chad Burton

Regional Director/Partner

Jonathan Deyoe

Senior Vice President and Partner

Germana Moura

Senior Compliance Associate

Alan Berkshire

Chief Administrative Officer & General Counsel

Frequently Asked Questions Regarding Shawn Morriss

Answer: Shawn Morriss works for EP Wealth Advisors as Senior Tax

Answer: Shawn Morriss’s role in EP Wealth Advisors is Senior Tax

Answer: Shawn Morriss's email address is s***@gmail.com

Answer: Shawn Morriss's business email address is s****@epwealth.com

Answer: Shawn Morriss’s direct phone number is (***)-***-****

Answer: Shawn Morriss works in the industry of: Financial Services

Answer: Shawn Morriss is the current Senior Tax at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Senior Tax is Shawn Morriss

Answer: Shawn Morriss contact details:

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

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