Taylor Briggs
Mergers and Acquisitions Associate @EP Wealth Advisors
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WORK HISTORY
Mergers and Acquisitions Associate @EP Wealth Advisors
Newport Beach, CA, US
Lead Western Region outreach and relationship development with independent RIA owners on behalf of EP Wealth Advisors, a ~$40B fee-only fiduciary RIA headquartered in Southern California.Originate and qualify acquisition and partnership opportunities through targeted prospecting, cold outreach, and in-depth discovery conversations with firm owners evaluating succession and strategic options.Drive deal pipeline progression across both inbound and outbound channels, advancing opportunities from initial engagement through active evaluation.Design and execute multi-touch outreach strategies across markets and AUM segments, building sustained engagement with high-quality prospects.Articulate EP Wealth’s value proposition, including integrated wealth management platform capabilities, direct-to-consumer growth initiatives, and custodial referral partnerships with Charles Schwab and Fidelity Investments.Partner with senior leadership on deal strategy, positioning, and partnership structuring.
EDUCATION
Florida Atlantic University
Bachelor’s Degree
SKILLS
ABOUT TAYLOR BRIGGS
I focus on RIA mergers & acquisitions - originating and developing relationships with independent firm owners as they navigate succession, growth, and strategic partnership decisions.My experience across mortgage banking, wealth management, and M&A provides a broad and practical perspective on the financial services landscape. I understand how RIA owners think, the businesses they’ve built, and the complexity behind their decisions - allowing me to engage in substantive conversations and move opportunities forward.At EP Wealth Advisors, one of the largest fee-only fiduciaries in the country, I lead business development and discovery efforts across the independent advisor space, sourcing and advancing acquisition and partnership opportunities nationwide.I’m particularly interested in the intersection of business development and deal origination - where relationship-building, market insight, and disciplined execution come together to drive outcomes across RIAs, PE-backed platforms, and financial services-focused firms.
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