EP Wealth Advisors® Adds Financial Services Industry Marketing Veteran Jim Mocci to Support its Growing Advisory Network


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Former Fisher and BlackRock director to lead enhancement of marketing platform to benefit growing business and customer experience

TORRANCE, Calif.–(BUSINESS WIRE)–EP Wealth Advisors, LLC (“EP Wealth”), a leading independent Registered Investment Advisor (“RIA”), whose mission is to provide clients with personalized advice through integrated financial planning, management investments, and tax and estate planning, has appointed Jim Mocci, former executive of Fisher Investments, as Managing Director, Marketing.

“Serving our clients while creating a supportive environment for our advisors and employees to thrive is EP Wealth’s top priority,” said Ryan Parker, President. “Jim is a true leader who has made meaningful contributions to some of the most successful companies in our industry. His experience is exactly what we need to scale our business and we are delighted he has chosen to join our team. .

Mocci, who has built and led Fisher Investments’ brand advertising and in-house creative agency for the past six years, has delivered exceptional new business results while building brand awareness. He created award-winning communications across all channels and was responsible for creative strategy, customer insights and integrated campaigns globally.

“EP Wealth has become a major player by offering its clients a strong team of advisors and a wide range of subject matter experts across a rapidly expanding geographic footprint,” said Mocci. “The opportunity to further enhance our marketing capabilities as the company expands its national presence – alongside a fantastic management team – is very exciting. I look forward to helping shape the way we deliver the story of EP Wealth across the country while refining the personal experience each client and employee has with us.

Prior to Fisher, Mocci spent seven years at BlackRock, where he served as Director and COO of Global iShares Marketing. He managed the organization’s planning strategy, budget and operations and led the company to #1 in market share in its category. Mocci has also held senior marketing positions at Barclays Global Investors and Wells Fargo. He earned his BS in Environmental Economics at UC Berkeley.

“EP Wealth has always been focused on providing its clients with superior service, and our track record of success in achieving this goal while growing through organic and inorganic means has been the foundation of our growth. sustained,” Parker said. “Jim will provide us with strategic and creative leadership that will help us reach more people than we can help as we become a national company.”

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a registered investment advisor and financial planning firm based in Torrance, California; with additional offices in Los Angeles, Orange County, San Francisco Bay Area and San Diego, CA; Portland, Oregon; Seattle, Puget Sound and Vancouver, Washington; Phoenix, Arizona; Denver, Colorado; Salt Lake City and southern Utah, Dallas, Texas and Chicago, Illinois. The firm manages over $15.1 billion in assets under management as of December 31, 2021 and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth is led by Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, Brian Parker, CFP®, CEO Patrick Goshtigian, CFA® and Chairman Ryan Parker. For more information, please visit www.epwealth.com.

Media

Rocco Aloes

Gregory FCA for EP Wealth

[email protected]

610-860-2075

Source: EP Wealth Advisors, LLC

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