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Nicole Smith

Office Services Associate at EP Wealth Advisors

  • LinkedIn

Email Email: n****@epwealth.com

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

Skilled and performance-driven team player, with a successful 11+ year career working in client services and account management for large national companies. Maintains a high level of int...

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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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Employees

Jessie Tisdale

Client Relationship Associate

Jennifer Li

Director of Financial Planning

Karen Copeland

Marketing Tech Associate

Sarah Ellersick

Financial Planning Intern

Cfp® Nick Hatfield

Vice President and Wealth Advisor at Ep Wealth Advisors

Frequently Asked Questions Regarding Nicole Smith

Answer: Nicole Smith works for EP Wealth Advisors as Office Services Associate

Answer: Nicole Smith’s role in EP Wealth Advisors is Office Services Associate

Answer: Nicole Smith's email address is n***@gmail.com

Answer: Nicole Smith's business email address is n****@epwealth.com

Answer: Nicole Smith’s direct phone number is (***)-***-****

Answer: Nicole Smith works in the industry of: Financial Services

Answer: Nicole Smith is the current Office Services Associate at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Office Services Associate is Nicole Smith

Answer: Nicole Smith contact details:

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

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