Robert Davis - Email & Phone Number

Vice President of Wealth Management at Ep Wealth Advisors

Robert Davis is based out of Salt Lake City, Utah, United States and works at Ep Wealth Advisors as Vice President of Wealth Management.

Robert Davis's Contact Information

Robert Davis's Work email

r*****@epweal***.com

Valid

Latest update

October 14, 2025

Location

Salt Lake City, Utah, United States

Robert's current employer

Ep Wealth Advisors

Description

Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns wi...

Website

epwealth.com

HQ Location

Torrance, California, United States

Number of employees

201-500

Industry

Financial Services

Latest update

April 30, 2024

Read about Ep Wealth Advisors

Frequent questions about Robert Davis

What company is Robert Davis working for?

Robert Davis works for Ep Wealth Advisors.

What is Robert Davis's function at Ep Wealth Advisors?

Robert Davis is Vice President of Wealth Management at Ep Wealth Advisors.

Where is Robert Davis based?

Robert Davis is based out of Salt Lake City, Utah, United States.

What is Robert Davis's work email address?

Robert Davis's professional email address is r*****@epweal***.com

Who are Robert Davis's co-workers?

Robert Davis's colleagues are Patrick Goshtigian, Nick Hatfield, Brad Stacey, Tammy Prouty, Tyler Petersen, Bronwyn Shone, Stephanie Richman, Adam Werner, Sara Gardner, Eric Swanson, Lauren Klein, Brian Wilde, Jonathan Spector, MS, CFP®, Clint Camua, Kathy Costas, Lucas Karasch, Todd Flynn, Joshua Land, Brooke Wadsworth, Laura Knolle, David Tate, Brady Jardine, Lynn Ballou, Dan Federman, Brad Owen, Rachel Chin, Ryan Schwartz, Dallin Cutler, Michael McGrath, Ryan Ignacio, James Reinke, Ryan Serrecchia, Sean Cartin, Giorgina Nguyen.

Robert's co-workers

Patrick Goshtigian

Chief Executive Officer

Nick Hatfield

Vice President and Wealth Advisor at EP Wealth Advisors

Brad Stacey

Vice President

Tammy Prouty

Vice President, Partner, and Financial Advisor

Tyler Petersen

CFP® | Vice President/Partner at EP Wealth Advisors

Vice President and Wealth Advisor

Sara Gardner

Vice President/ Wealth Advisor

Eric Swanson

Vice President, CERTIFIED FINANCIAL PLANNER®

Lauren Klein

Vice President - Senior Wealth Advisor

Brian Wilde

Vice President/Fee Only Wealth Advisor

Jonathan Spector, MS, CFP®

Vice President / Partner

Clint Camua

Partner, Senior Vice President, CFP

Kathy Costas

Vice President, CDFA®

Lucas Karasch

Vice President

Todd Flynn

Senior Vice President / Partner

Joshua Land

Vice President, Advisor

Senior Vice President/ Partner - EP Wealth Advisors

Lynn Ballou

Senior Vice President

Dan Federman

Vice President

Brad Owen

Senior Vice President & Senior Wealth Advisor

Rachel Chin

Marketing Coordinator

Ryan Schwartz

Vice President

Dallin Cutler

CFP® | Vice President/Partner

Michael McGrath

Senior Vice President / Partner

Ryan Ignacio

Senior Vice President

James Reinke

Vice President

Ryan Serrecchia

Executive Vice President / Partner

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