Jody Nava

Senior Client Relationship Associate

Dallas-Crescent Court, Texas

Dallas-Maple Avenue, Texas

Joda Nava joined EP Wealth Advisors in 2024 with over 20 years of experience in administrative and operational roles across various industries. In her role as a Senior Client Relationship Associate, she aids and builds relationships with clients, works closely with custodians, coordinates and maintains all documentation for new and existing accounts as well as collects data for upcoming client reviews.
Jody partners with Advisors, CFPs, and internal support teams contributing to the satisfaction, retention, and growth of client relationships, all in order to assist clients in their financial goals.
She earned Bachelor of Business Administration from the University of Phoenix.
When Jody isn’t helping clients in their financial journey, she is an active participant in the annual Light the Night campaign to raise awareness and funds for blood cancer research in memory of her father.