Avery Dwyer

Avery Dwyer, CFP®, is a Wealth Advisor at EP Wealth Advisors since February 2023, bringing a diverse range of experience in financial planning and client servicing. Previously, Avery served as a Financial Planner at Resolute Financial, LLC, focusing on comprehensive, goal-oriented financial plans that encompassed various aspects such as taxes, insurance, and retirement planning. Prior to this role, as a Wealth Adviser Associate at Riverview Capital Advisers, LLC, responsibilities included client account servicing and performance reporting. Early in the career, Avery worked as a Marketing and Administrative Associate at illume, where article creation and client support were key duties. Academically, Avery holds a Certificate in Financial Planning from Boston University and a Bachelor's degree in International Studies with a focus on Sustainable Development from Trinity College-Hartford.