JoElle Goates
Client Relationship Associate
Salt Lake City, Utah
Client Relationship Associate
Salt Lake City, Utah
JoElle is a big proponent of financial education and enjoys helping people realize financial opportunities—all vital to the role of a Client Relationship Associate. She joined the EP Wealth Advisors family in 2023.
Before EP Wealth, JoElle’s previous experience included responsibilities as a Customer Relationship Advocate at Fidelity Investments.
JoElle holds a B.S. in Philosophy and a B.S. in Psychology from the University of Utah.
Outside work, she relaxes by paddle boarding and spending time with her two small dogs.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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