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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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Employees

Michael McGrath

Senior Vice President / Partner

Levi Anderson

Senior Financial Planner

Haylee Michaud

Customer Relationship Specialist

Tyler Burke

Senior Integration Operations Associate

Mitch Conlon

Regional Director, Partner

Jennifer Forsyth

Senior Client Relationship Associate at Ep Wealth Advisors, Llc

Geo Beltran

Financial Planning Associate

Rachel Chin

Senior Marketing Coordinator

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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