Client Relationship Associate
University of California, San Diego B.A. in Economics
Georgetown University, MS in Finance
Andrew Shannon is a Client Relationship Associate at EP Wealth Advisors®. He is gratified to support our clients’ financial well-being by helping make sure their custodian account needs, including transactions and transfers, are efficiently handled. Andrew graduated from UC San Diego with a Bachelor of Arts in economics, followed by a Master of Science in finance from Georgetown University. He had long known that he wanted to help people one-on-one and to work in a financial advisory firm. Today, at EP, he combines both desires as he works directly with clients on their account needs while making sure everything in the background is in order. Andrew makes his home in Fresno, California, with his spouse, Kaysie Taylor. An avid rock and coin collector, he also likes reading and traveling.