Scott’s clients range from individuals and small- to medium-sized businesses, to foundations, trusts, and executives. Scott loves helping people and seeing them succeed. He’s had the honor and privilege of assisting people through many of their most important life decisions. Scott has worked in the financial services industry for more than 30 years. He joined EP Wealth Advisors in 2022 when Warren Financial, where he was a Managing Partner for over a decade, became part of the EP Wealth family. Scott’s previous roles included positions at Lockwood Advisors, Geewax Terker and Company, and Pilgrim Baxter & Associates. Scott also served as a member of the NASD Market Regulation Committee
Scott Shellhamer
Vice President
EP Wealth Advisors
United States, Pennsylvania, Chester Springs
About Me
Profile Information
Vice President
EP Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chester Springs
Pennsylvania
United States
Aug 13, 2024
More profiles to browse
BP
Brian Parker
Co-Founder & Managing Director
ML
Mike Little
Managing Director
GP
Gordon Peterson
Chairman, Chief Executive Officer
Jimmie Plaskey
Vice President and Partner
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation