Michael Coursey Email & Phone Number

Vice President, Advisor, Partner @ EP Wealth Advisors

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Michael Coursey Location

Salem, OR, US

Michael Coursey Work

Vice President, Advisor, Partner @ (December 2025 - Present)
Managing Member, Senior Financial Advisor @ Clearview Wealth Advisors, LLC (October 2019 - January 2026)
Member, Senior Financial Advisor @ (September 2012 - October 2019)
Registered Representative, Investment Advisor Representative @ Wells Fargo Advisors Financial Network (September 2012 - March 2017)
Registered Representative, Investment Advisor Representative @ (October 2004 - September 2012)
Financial Advisor @ AG Edwards & Sons (May 1999 - October 2004)

Michael Coursey Education

Azusa Pacific University
Bachelor of Science (B.S.) (Marketing and Business Administration)
1987-1991
Redmond High School 1983-1987

Michael Coursey Skills

Business Retirement Plans
College Savings Plans
Estate Planning Strategies
Life Insurance
Retirement
Retirement Planning
Financial Analysis
Estate Planning
Program Management
Microsoft Excel
Public Speaking
Management
Leadership
Healthcare

Michael Coursey Summary

Michael Coursey, based in Salem, OR, US, is currently a Vice President, Advisor, Partner at EP Wealth Advisors. Michael Coursey brings experience from previous roles at Clearview Wealth Advisors, LLC, Capstone Wealth Advisors, Wells Fargo Advisors Financial Network and Merrill Lynch. Michael Coursey holds a 1987 - 1991 Bachelor of Science (B.S.) in Marketing and Business Administration @ Azusa Pacific University. With a robust skill set that includes Business Retirement Plans, College Savings Plans, Estate Planning Strategies, Life Insurance, Retirement and more. Michael Coursey has 1 emails and 2 mobile phone numbers on RocketReach.

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