Lucy Assad had nearly a decade of experience in the tax field when she joined EP Wealth Advisors in 2022. Her most recent previous roles included positions as a Senior Tax Associate at KSM and inDinero. Lucy also has served as an enrolled agent and tax consultant, specializing in preparing tax returns for international and high-net-worth clients. In addition, she holds Series 7, Series 24 and Series 63 FINRA licenses for the securities industry. Lucy takes pride in providing clients with the expert tax advice and support they need to enjoy their success. Outside the world of tax strategies and filings, Lucy enjoys reading in a wide range of genres; she’s recently been leaning toward science fiction and nonfiction about health and culture. She also loves to skate and take long walks with her husband and their young Jack Russell terrier, Alie.
University of Leeds, B.A. (Hons), History & Philosophy of Science