Scott Shellhamer
Vice President
- Role
- Vice President at EP Wealth Advisors
- Location
- Chester Springs, PA, US
- LinkedIn followers
- 500 followers
Experience
Vice President
Nov 2022 — Present · Exton, PA, US
I specialize in guiding self-made individuals, small business owners, and dual-income families toward financial confidence and success. With over three decades of experience, my passion lies in helping clients enhance their financial well-being and achieve their goals. Every success story I’ve been part of fuels my commitment to offering personalized, impactful financial guidance.Joining EP Wealth Advisors in 2022, after 10 incredible years at Warren Financial, marked an exciting chapter in my career. As part of the EP Wealth family, I’m proud to deliver holistic financial solutions tailored to each client\'s unique needs and aspirations.Whether you’re planning for retirement, growing your business, or managing the complexities of dual-income household finances, my approach remains simple and consistent: I’m here to help
Skills
- Wealth Management
- Manage Client Relationships
- Asset Managment
- Risk Management
- Alternative Investments
- Series 7
- Risk Analysis
- Investment Management
- Equity Trading
- Equities
- Portfolio Management
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