Shannen Smith

Shannen Smith, MBA

Vice President

Dallas-Crescent Court, Texas

  • Shannen Smith joined EP Wealth Advisors in 2024 as Vice President, with experience in portfolio management, research, marketing, new business development, and advising high net worth clients through different market cycles. He also specializes in helping clients with retirement planning, selling a business, and other complex financial planning needs.

  • Prior to joining the Sloan team in 2016, Shannen led and operated two DFW “remote site” campuses for a local university. Mr. Smith was responsible for the total operation of each campus including financial management, development, student services, strategic growth, and daily operations.

  • Shannen received his B.S. and M.B.A. from Dallas Baptist University and is a graduate of the Securities Industry Institute at the Wharton School, University of Pennsylvania.

  • When not in the office, Shannen enjoys time on the golf course, hunting, traveling, cheering on the Dallas Mavericks, and weekend sports activities with his wife and 3 children.

WE KEEP YOU INFORMED

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.

If you have a Safe Harbor 401(k), you...

Did your 401(k) have a good year? EP...

Discover tips for financially preparing...

It is time to start looking ahead to...