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Robert Davis Email & Phone Number

Vice President | Wealth Management at EP Wealth Advisors at EP Wealth Advisors

Location: Salt Lake City, Utah, United States 2 work roles 3 schools

1 work email found @epwealth.com LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

EP Wealth Advisors

Role

Vice President | Wealth Management at EP Wealth Advisors

Location

Salt Lake City, Utah, United States

Company size

138 employees

Who is Robert Davis? Overview

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Quick answer

Robert Davis is listed as Vice President | Wealth Management at EP Wealth Advisors at EP Wealth Advisors, a with 138 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Robert Davis.

Robert Davis previously worked as Vice President of Wealth Management at Ep Wealth Advisors and Financial Advisor at Financial Insight Center. Robert Davis holds Bachelor'S Degree, Personal Financial Planning from Utah Valley University.

Company email context

Email format at EP Wealth Advisors

This section adds company-level context without repeating Robert Davis's masked contact details.

{first_initial}{last}@epwealth.com

89% confidence

AeroLeads found 1 current-domain work email signal for Robert Davis. Compare company email patterns before reaching out.

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Profile bio

About Robert Davis

Testimonials are not permitted by law:The Securities and Exchange Commission (SEC) prohibits testimonials. As an investment advisory representative of Financial Insight Center, I cannot allow ‘Testimonials’ to be posted on LinkedIn from satisfied clients. Therefore you will not find any quotes from satisfied clients on any public ‘site’. While I thank you for sharing your satisfaction about us with your friends and colleagues, please do not post it here or on any public ‘site’. We do not solicit such testimonials and cannot be responsible for them. We would, respectfully, have to remove them.

Listed skills include Sales, Sales Management, Marketing Strategy, Product Marketing, and 19 others.

Current workplace

Robert Davis's current company

Company context helps verify the profile and gives searchers a useful next step.

Ep Wealth Advisors

Vice President | Wealth Management at EP Wealth Advisors

torrance, california, united states

Website

epwealth.com

Employees

138

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Company profile

View company profile Email format

2 roles

Robert Davis work experience

A career timeline built from the work history available for this profile.

Vice President Of Wealth Management

Current

Ep Wealth Advisors

Salt Lake City, Utah, United States

Oct 2020 - Present

Financial Advisor

Financial Insight Center

Greater Salt Lake City Area

Dec 2017 - Oct 2020

Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

HM

Haylee Michaud Colleague at Ep Wealth AdvisorsVancouver, Washington, United States View → AB

Alan Berkshire Colleague at Ep Wealth AdvisorsTorrance, California, United States View → MC

Megan Carden, Cfp® Colleague at Ep Wealth AdvisorsSan Luis Obispo, California, United States View → GC

Garrett Carter, Cfp®, Msba Colleague at Ep Wealth AdvisorsTorrance, California, United States View → CJ

Chuck Johnson, Cfp® Colleague at Ep Wealth AdvisorsNewburyport, Massachusetts, United States View → SR

Stephanie Richman Cfp® Colleague at Ep Wealth AdvisorsSan Francisco Bay Area, United States View → CB

Chuck Bautista, Cfp®, Chfc® Colleague at Ep Wealth AdvisorsLittleton, Colorado, United States View → JM

Jonathon Matson, Crps® Colleague at Ep Wealth AdvisorsPhoenix, Arizona, United States View → TL

Tahlia Lopez Colleague at Ep Wealth AdvisorsSeattle, Washington, United States View → JM

Jaymz Mcstowe, Cfp® Colleague at Ep Wealth AdvisorsPortland, Maine Metropolitan Area, United States View →

3 education records

Robert Davis education

Bachelor'S Degree, Personal Financial Planning

Utah Valley University

Activities and Societies: The Center for the Advancement of Leadership

Associate'S Degree, Associates Of Science

Utah Valley University

Activities and Societies: The Center for the Advancement of Leadership (CAL) We train students to become leaders by teaching that.

Associate'S Degree, General Studies

Orange Coast College

Activities and Societies: Orange Coast College Golf TeamI was a top 5 player on the golf team.

FAQ

Frequently asked questions about Robert Davis

Quick answers generated from the profile data available on this page.

What company does Robert Davis work for?

Robert Davis works for EP Wealth Advisors.

What is Robert Davis's role at EP Wealth Advisors?

Robert Davis is listed as Vice President | Wealth Management at EP Wealth Advisors at EP Wealth Advisors.

What is Robert Davis's email address?

AeroLeads has found 1 work email signal at @epwealth.com for Robert Davis at EP Wealth Advisors.

Where is Robert Davis based?

Robert Davis is based in Salt Lake City, Utah, United States while working with EP Wealth Advisors.

What companies has Robert Davis worked for?

Robert Davis has worked for Ep Wealth Advisors and Financial Insight Center.

Who are Robert Davis's colleagues at EP Wealth Advisors?

Robert Davis's colleagues at EP Wealth Advisors include Haylee Michaud, Alan Berkshire, Megan Carden, Cfp®, Garrett Carter, Cfp®, Msba, and Chuck Johnson, Cfp®.

How can I contact Robert Davis?

You can use AeroLeads to view verified contact signals for Robert Davis at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Robert Davis attend?

Robert Davis holds Bachelor'S Degree, Personal Financial Planning from Utah Valley University.

What skills is Robert Davis known for?

Robert Davis is listed with skills including Sales, Sales Management, Marketing Strategy, Product Marketing, Public Relations, Fitness Training, Social Media, and Health Education.

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