Trevor Moore

California State Icon Torrance, California
Associate Director, Operations
Series 65
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About Trevor

Trevor Moore is an operations manager at EP Wealth Advisors. The satisfaction he finds in wealth management comes from his experiences in helping clients, leading teams, and seeing growth in colleagues, as well as the success and development of his firm. Before joining EP Wealth, Trevor served as operations supervisor for four years at Harris Financial Advisors, Inc., as well as a financial advisor marketing project manager and financial data analyst. He completed the Series 65 – Uniform Investment Advisor Law exam, a North American Securities Administrator Association test administered by FINRA. Trevor attended the University of California, Santa Barbara, where he earned B.A. degrees in Economics and Environmental Studies. He enjoys playing soccer and beach volleyball, hiking with his dog and cooking.

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University of California, Santa Barbara, B.A. degrees in Economics and Environmental Studies

How can Trevor help?


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