Melanie Francis

Client Relationship Manager

Walnut Creek, California

Melanie finds her role as a Client Relationship Manager especially rewarding as a member of a team that’s able to provide quality and dedicated service to clients. She joined EP Wealth Advisors in 2023.
Before EP Wealth, Melanie’s financial industry experience included global custodian banks and investment management operations.
Melanie established the academic background for her career while attending Pontifícia Universidade Católica – São Paulo, where she majored in Finance.
In her spare time, Melanie pursues her interests in the culinary arts, travel and dance.

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