AeroLeads people directory · profile
Lea Ann Knight Email & Phone Number
Helping successful professionals navigate their financial fitness after 50
at
EP Wealth Advisors
1 work email found
@comcast.net
2 phones found area 617
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Helping successful professionals navigate their financial fitness after 50
Location
Albuquerque-Santa Fe Metropolitan Area, United States
Company size
Who is Lea Ann Knight? Overview
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Quick answer
Lea Ann Knight is listed as Helping successful professionals navigate their financial fitness after 50 at EP Wealth Advisors, a with 516 employees, based in Albuquerque-Santa Fe Metropolitan Area, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 617, and a matched LinkedIn profile for Lea Ann Knight.
Lea Ann Knight previously worked as Managing Partner at Better Money Decisions and Director of Wealth Management at North American Management Corporation. Lea Ann Knight holds Ab, International Relations from Stanford University.
Company email context
Email format at EP Wealth Advisors
This section adds company-level context without repeating Lea Ann Knight's masked contact details.
*@comcast.net
68% confidence
AeroLeads found 1 current-domain work email signal for Lea Ann Knight. Compare company email patterns before reaching out.
Profile bio
About Lea Ann Knight
Lea Ann Knight is a Helping successful professionals navigate their financial fitness after 50 at EP Wealth Advisors. She possess expertise in leadership, estate planning, public speaking, iras, investments and 21 more skills.
Listed skills include Leadership, Estate Planning, Public Speaking, Iras, and 22 others.
Current workplace
Lea Ann Knight's current company
Company context helps verify the profile and gives searchers a useful next step.
Ep Wealth Advisors
9 roles
Lea Ann Knight work experience
A career timeline built from the work history available for this profile.
Managing Partner
CurrentA women-owned Registered Investment Advisor, we work alongside clients to help them achieve Financial Wellness for Life.
Jan 2019 - Present
Director Of Wealth Management
North American Management Corporation
Jun 2014 - Dec 2018
Principal
Garrison/Knight Financial Planning
Fee-only comprehensive financial planning services
Jun 2009 - Jun 2014
Financial Advisor & Limited Partner
Provide full range of financial advice, including retirement, college savings and estate planning. Work with individuals and local businesses in meeting long-term financial goals.
Oct 2001 - Jun 2009
General Manager
Immersant
Responsible for growing and leading Boston office of internet consulting and design firm. Grew firm from 5 employees to 30 employees; served clients in the financial institutions industry.
Nov 1999 - Apr 2001
Vice President
Served as Chief Admin Officer for Princes Gate Investors, a private equity group within Morgan Stanley's Investment Banking Division. Responsible for financial statements, communication with investors and coordination with CFOs of portfolio companies. Also performed accounting due diligence on potential investments when necessary.
Jul 1997 - Jan 1999
Controller
The Solomon R. Guggenheim Museum
Jan 1996 - Jul 1997
Senior Manager
Served in various management roles in accounting services, with expertise in financial service companies & mergers and acquisitions. Worked in San Francisco, Los Angeles and New YOrk City offices.
Aug 1986 - Nov 1996
Team & coworkers
Colleagues at EP Wealth Advisors
Other employees you can reach at epwealth.com. View company contacts for 516 employees →
AY
Avetis Yetenekyan, Cfa
Colleague at Ep Wealth AdvisorsPasadena, California, United States
View →
TY
Tavia Young
Colleague at Ep Wealth AdvisorsClearfield, Utah, United States
View →
JB
Jon Bacon, Cfp®
Colleague at Ep Wealth AdvisorsTorrance, California, United States
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KM
Kathleen Morris Cheek
Colleague at Ep Wealth AdvisorsPortland, Oregon, United States
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BK
Brandon Kuhn
Colleague at Ep Wealth AdvisorsMesa, Arizona, United States
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AT
Andy Thomas, Cpa, Cfp®
Colleague at Ep Wealth AdvisorsDenver, Colorado, United States
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VY
Viola Yan
Colleague at Ep Wealth AdvisorsIrvine, California, United States
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MM
Maranda M.
Colleague at Ep Wealth AdvisorsAugusta, Maine, United States
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TT
Tyson Tate
Colleague at Ep Wealth AdvisorsSalt Lake City, Utah, United States
View →
MC
Mario Chilin, Iaccp®, Ccep®, Cscp®
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
Avetis Yetenekyan, Cfa
Colleague at Ep Wealth AdvisorsPasadena, California, United States
View →
TY
Tavia Young
Colleague at Ep Wealth AdvisorsClearfield, Utah, United States
View →
JB
Jon Bacon, Cfp®
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
KM
Kathleen Morris Cheek
Colleague at Ep Wealth AdvisorsPortland, Oregon, United States
View →
BK
Brandon Kuhn
Colleague at Ep Wealth AdvisorsMesa, Arizona, United States
View →
AT
Andy Thomas, Cpa, Cfp®
Colleague at Ep Wealth AdvisorsDenver, Colorado, United States
View →
VY
Viola Yan
Colleague at Ep Wealth AdvisorsIrvine, California, United States
View →
MM
Maranda M.
Colleague at Ep Wealth AdvisorsAugusta, Maine, United States
View →
TT
Tyson Tate
Colleague at Ep Wealth AdvisorsSalt Lake City, Utah, United States
View →
MC
Mario Chilin, Iaccp®, Ccep®, Cscp®
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
4 education records
Lea Ann Knight education
Ab, International Relations
Stanford University
Master’S Degree, Advanced Financial Planning
Golden Gate University, Edward S. Ageno School Of Business
Cfp, Certified Financial Planner
College For Financial Planning
Accounting
University Of Oklahoma
FAQ
Frequently asked questions about Lea Ann Knight
Quick answers generated from the profile data available on this page.
What company does Lea Ann Knight work for?
Lea Ann Knight works for EP Wealth Advisors.
What is Lea Ann Knight's role at EP Wealth Advisors?
Lea Ann Knight is listed as Helping successful professionals navigate their financial fitness after 50 at EP Wealth Advisors.
What is Lea Ann Knight's email address?
AeroLeads has found 1 work email signal at @comcast.net for Lea Ann Knight at EP Wealth Advisors.
What is Lea Ann Knight's phone number?
AeroLeads has found 2 phone signal(s) with area code 617 for Lea Ann Knight at EP Wealth Advisors.
Where is Lea Ann Knight based?
Lea Ann Knight is based in Albuquerque-Santa Fe Metropolitan Area, United States while working with EP Wealth Advisors.
What companies has Lea Ann Knight worked for?
Lea Ann Knight has worked for Ep Wealth Advisors, Better Money Decisions, North American Management Corporation, Garrison/Knight Financial Planning, and Edward Jones Investments.
Who are Lea Ann Knight's colleagues at EP Wealth Advisors?
Lea Ann Knight's colleagues at EP Wealth Advisors include Avetis Yetenekyan, Cfa, Tavia Young, Jon Bacon, Cfp®, Kathleen Morris Cheek, and Brandon Kuhn.
How can I contact Lea Ann Knight?
You can use AeroLeads to view verified contact signals for Lea Ann Knight at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Lea Ann Knight attend?
Lea Ann Knight holds Ab, International Relations from Stanford University.
What skills is Lea Ann Knight known for?
Lea Ann Knight is listed with skills including Leadership, Estate Planning, Public Speaking, Iras, Investments, Investment Advisory, Asset Allocation, and Strategic Planning.
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