Customer Success | Preqin | 1 Customer Success Challenge EP Wealth Advisors is a small firm with big ambitions. Having begun life in 2005 with $1 billion assets under management, the financial advisor now handles a portfolio in excess of $5 billion, employs over 120 people and operates nine offices across the United States. “But it’s not done growing”, as Sherryl Ray, Director of Operations explains. “We’re focusing on being the best financial advisory firm we can be. We are taking advantage of a very favorable M&A climate to bring a lot of new thought and diverse groups of people and businesses together under one brand and focus.” Anyone who’s ever gone through a period of change knows just how hard this can be – particularly when dealing with significant internal growth

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