Tanya Vecchi

Client Relationship Manager

Newburyport, Massachusetts

Tanya Vecchi has 20 years of experience in the financial services industry. She joined EP Wealth Advisors in 2023 after serving as Executive Vice President of Client Service and Operations for Resolute Financial.
Tanya was often the first voice you heard at Resolute. She joined Resolute Financial in 2014 and at that time brought with her 10 years of hands-on Operation Management experience, including four years at Putnam Investments in Andover, MA. She was a respected manager who led by example in the Retail 401k division. Prior to that she worked at First Data Investor Services Group, located in Boston, where she managed and controlled the daily operations of a section of fifty employees and over $1billion in assets. Tanya genuinely enjoys working with clients. Part of her satisfaction stems from being directly in touch with people and helping them accomplish their goals.
Tanya is a devoted mother to two children. She thrives in the world of parenting. Her son recently graduated from Clemson. Go Tigers! And her daughter is currently studying at the University of Connecticut. Go Huskies! Tanya is a wealth of knowledge as it relates to college prepping and planning.
Tanya also has been leading spin classes for 20 years at Boston Sports Club (formerly Latitudes) in Salisbury and continually helps people reach their fitness goals. She enjoys any good fitness class (Pure Barre is currently her favorite), lazy beach days, reading, boating, jet skiing, skiing, and hiking.

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.

A QDRO is a legal tool to divide...

Wondering how you’re going to split...

Dividing debts in a divorce can be a...

Money is a common source of contention...