Avery Dwyer, CFP®

Avery Dwyer had been working in financial services for four years when she joined EP Wealth Advisors in 2023. Avery previously had served as a Financial Planner at Resolute Financial, and as a Wealth Advisor Associate at Riverview Capital Advisers. She holds a CERTIFIED FINANCIAL PLANNER™ designation and a Series 65 FINRA investment advisor representative license. Avery works with a wide range of clients, from those just starting out on their planning journey to those already in retirement. She enjoys helping people define meaningful goals and work toward achieving them. Avery also enjoys live music, videography, playing the guitar, and traveling whenever she can. She has volunteered at a local cable television station since 2015 as a content producer and occasional event videographer. Before entering the wealth management field in 2018, Avery worked in the travel industry and had the privilege of journeying to South America, Europe, Asia and the Middle East over the years.

Trinity College – Connecticut, B.A. in International Studies: Sustainable Development