Krystal Taylor

Senior Client Relationship Associate

Role: Senior Client Relationship Associate at EP Wealth Advisors
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Krystal Taylor

Enthusiastic, motivated professional. Proven leadership abilities in working as a team, multi-tasking, and adaptability to any environment. Talent for quickly mastering new skills. Diplomatic and tactful with professionals and non-professionals at all levels. Flexible and versatile – able to maintain a sense of humor under pressure. Thrive in deadline-driven environments. Looking to obtain a challenging, rewarding position.

Experience

Senior Client Relationship Associate
EP Wealth Advisors
Apr 2025 — Present · Scottsdale, AZ, US
EP Wealth Advisors acquired Capital Insight Partners In December 2025

Education

Penn Foster Group
Medical Insurance Coding Specialist/Coder
Northern Arizona University
Bachelor's degree, Speech-Language Pathology/Pathologist
2007 — 2011
Northern Arizona University
Bachelor's degree, Speech-Language Pathology Assistant
2007 — 2010

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@epwealth.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

EP Wealth Advisors

Financial Services · 626 employees · Torrance, California, United States

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $49.1 billion in client assets under management (as of 6/30/26). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today’s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.

epwealth.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.