TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser that specializes in client-centric financial planning and investment management services, has appointed Lynn Ballou, CFP®, Regional Director, Sherryl Ray, Operations Director, and Erin Voisin, CFP®, CDFA®, ChFC®, Director of Financial Planning, as equity members of EP Wealth effective February 20, 2019.
These new partners have played integral roles in establishing EP Wealth’s role in the marketplace and have contributed to the scalability and operational functions that support EP Wealth’s ongoing growth. Ballou joined the firm in January 2016 when her firm was acquired by EP Wealth. She is based in the firm’s Lafayette, California office and leads and mentors a successful team of advisors. Ray was the first employee to join co-founders Derek Holman and Brian Parker in 2003. She has spent nearly two decades overseeing a growing administrative staff responsible for Client Relations. Voisin joined EP Wealth three years ago and brings over a decade of wealth management experience, focusing much of her efforts on providing comprehensive and customized planning to the firm’s high-net worth client base. Ray and Voisin are based in the firm’s Torrance, California office.
Ballou, Ray and Voisin have also made it their priority to champion women throughout their careers and are leaders in EP Wealth’s Investing in Women initiative. The initiative fosters cultural innovation across the firm as it works to meet the needs of peers and clients. Collectively, the group encourages career development for female colleagues within EP Wealth through mentorship, provides the tools and resources women investors want and need to be successful in their financial lives and advocates for women within their communities via financial wellness and literacy education. The group has succeeded in facilitating idea sharing and empowering both male and female colleagues to take a stake in the firm’s growth.
“Lynn, Sherryl and Erin embody the entrepreneurial and community-centric spirit that is the hallmark of our firm. They have made a significant impact through their work with colleagues and clients and their dedication to Investing in Women. Our vision is to have diverse voices in the corporate environment,” says Patrick Goshtigian, CFA, President and CEO of EP Wealth. “These new partners bring important voices to the helm and further illustrate EP Wealth’s commitment to empowering all employees.”
Ballou, Ray and Voisin will be speaking at Financial Advisor Magazine’s Invest in Women conference in Atlanta from April 29-May 1, 2019, participating in sessions on attracting women professionals to the financial services industry and helping clients avoid scams. Ballou will also be presenting a pre-conference workshop focused on succession planning for advisors.
About EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm based in Torrance, Calif., with additional offices in the San Francisco Bay area, San Diego, West Los Angeles and Irvine, Calif., Seattle and Denver. The firm manages more than $4 billion in AUM as of December 31, 2018, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by co-founders and Managing Directors Derek Holman, CFP®, AIF® and Brian Parker, CFP® and President and CEO Patrick Goshtigian, CFA®. For more information, please visit www.epwealth.com.
