Shannen Smith, MBA

Vice President, Advisor

Dallas-Crescent Court, Texas

Contact Shannen

Shannen Smith serves as Vice President at EP Wealth Advisors, bringing nearly a decade of experience in portfolio management, research, marketing, and advising high-net-worth clients through varying market cycles. He specializes in guiding clients through complex financial planning needs, including retirement planning, business sales, and multi-faceted estate and tax strategies.
Shannen began his wealth management career in 2016 with Sloan Investment Management, where he was responsible for managing custodial referral relationships with Charles Schwab branches and executives, coordinating RFP submissions for foundations and endowments, serving on the firm’s portfolio management team overseeing approximately $700 million in assets, and implementing key operational and reporting enhancements. Earlier in his career, Shannen led and operated two Dallas–Fort Worth campuses for Dallas Baptist University, overseeing financial management, development, strategic growth, and daily operations. He also directed corporate educational partnerships and represented the university across the North Texas business community.
An engaged leader in his community, Shannen serves on the Board of Trustees at East Texas Baptist University in Marshall, Texas, and has been a member of the Dallas Baptist University Leadership Gala committee for the past eight years, helping raise scholarship funds and honor distinguished leaders such as Clark Hunt, Ron Skaggs, and the Carter family. Shannen earned both 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.
Outside of work, Shannen enjoys golf, hunting, traveling, cheering on the Dallas Mavericks, and spending weekends on the sidelines of his kids’ sports activities with his wife and their three children.