Shirley Cleveland

Senior Client Relationship Associate

Boise, Idaho

Shirley Cleveland is passionate about delivering exceptional client service and striving for smooth, efficient operations across account management and custodial relationships. With a strong focus on detail and compliance, she takes pride in creating a seamless experience for clients and supporting her firm’s regulatory responsibilities.
Shirley brings over 30 years of experience in banking, brokerage, and wealth management. Prior to joining EP Wealth Advisors, she was a registered investment advisor representative with Buffington Mohr McNeal for 20 years. Prior to BMM, she worked as a financial consultant at Charles Schwab & Co., Inc. and as a financial services representative at First Security Bank (now Wells Fargo Bank).
Shirley completed undergraduate studies at both Boise State University and George Fox University.
Outside of work, Shirley is enjoying an empty nest with her husband of 35 years. She enjoys reading (especially audiobooks), traveling and spending time with family and friends. She loves attending live performances and events including Broadway and Shakespeare Festival. Two active dogs, backyard chickens, and summer gardening keep her evenings full.