Teams at EP Wealth Advisors

Lead enterprise learning strategy and programs (onboarding, leadership, mentorship, early-career), design scalable learning solutions, manage vendors/budgets, drive performance management and talent processes, coach a small team, measure learning impact, and partner with HR and business leaders to align development with organizational goals.

Provide comprehensive service to assigned high-net-worth clients and help develop new business from inbound leads. Coordinate with branch and advisory teams for client meeting preparation, document interactions in CRM, qualify leads for internal marketing, ensure compliance with policies and regulatory requirements, and perform related tasks to support client retention and business development.

Support delivery of tax compliance, planning, and consulting for high-net-worth individuals, families, trusts, estates, and closely held businesses. Review tax returns and workpapers, coordinate with external preparers, prepare tax projections and analysis, research federal/state tax matters, respond to notices, and collaborate with advisors and planners to identify opportunities and improve client outcomes.