Scott Shellhamer

Vice President @EP Wealth Advisors

Chester Springs, PA, US
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Nov 2022 — Present

Vice President @EP Wealth Advisors

View department →

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 ManagementManage Client RelationshipsAsset ManagmentRisk ManagementAlternative InvestmentsSeries 7Risk AnalysisInvestment ManagementEquity TradingEquitiesPortfolio Management

ABOUT SCOTT SHELLHAMER

Vice President

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