Avery Dwyer, CFP®

Wealth Advisor

Lynnfield, Massachusetts

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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 Dwyer joined EP Wealth Advisors in 2023 with four years of experience in financial services. Avery previously served as a Financial Planner at Resolute Financial and as a Wealth Advisor Associate at Riverview Capital Advisers. 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.
Avery hold a B.A in International Studies: Sustainable Development from Trinity College – Connecticut. She holds a CERTIFIED FINANCIAL PLANNER™ designation from the CFP board and a Series 65 FINRA investment advisor representative license.
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.