Lea Ann Knight

Lea Ann Knight Email and Phone Number

Helping successful professionals navigate their financial fitness after 50 @ EP Wealth Advisors
Santa Fe, New Mexico, United States
Lea Ann Knight's Location
Albuquerque-Santa Fe Metropolitan Area, United States, United States
Lea Ann Knight's Contact Details

Lea Ann Knight personal email

n/a

Lea Ann Knight phone numbers

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.

Lea Ann Knight's Current Company Details
EP Wealth Advisors

Ep Wealth Advisors

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Helping successful professionals navigate their financial fitness after 50
Santa Fe, New Mexico, United States
Website:
epwealth.com
Employees:
516
Lea Ann Knight Work Experience Details
  • Ep Wealth Advisors
    Ep Wealth Advisors
    Santa Fe, New Mexico, United States
    View
  • Better Money Decisions
    Managing Partner
    Better Money Decisions Jan 2019 - Present
    Santa Fe, New Mexico, Us
    A women-owned Registered Investment Advisor, we work alongside clients to help them achieve Financial Wellness for Life.
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  • North American Management Corporation
    Director Of Wealth Management
    North American Management Corporation Jun 2014 - Dec 2018
  • Garrison/Knight Financial Planning
    Principal
    Garrison/Knight Financial Planning Jun 2009 - Jun 2014
    Fee-only comprehensive financial planning services
  • Edward Jones Investments
    Financial Advisor & Limited Partner
    Edward Jones Investments Oct 2001 - Jun 2009
    St. Louis, Mo, Us
    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.
    View
  • Immersant
    General Manager
    Immersant Nov 1999 - Apr 2001
    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.
  • Morgan Stanley
    Vice President
    Morgan Stanley Jul 1997 - Jan 1999
    New York, Ny, Us
    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.
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  • The Solomon R. Guggenheim Museum
    Controller
    The Solomon R. Guggenheim Museum Jan 1996 - Jul 1997
  • Deloitte & Touche
    Senior Manager
    Deloitte & Touche Aug 1986 - Nov 1996
    Worldwide, Oo
    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.
    View

Lea Ann Knight Skills

Leadership Estate Planning Public Speaking Iras Investments Investment Advisory Asset Allocation Strategic Planning Financial Services Wealth Management Equities Mutual Funds Business Planning Strategic Financial Planning Investment Strategies Asset Management Certified Financial Planner Personal Financial Planning Budgets Private Equity Management Investment Banking Coaching Employee Benefits Securities Investment Management

Lea Ann Knight Education Details

  • Stanford University
    Stanford University
    International Relations
  • Golden Gate University, Edward S. Ageno School Of Business
    Golden Gate University, Edward S. Ageno School Of Business
    Advanced Financial Planning
  • College For Financial Planning
    College For Financial Planning
    Certified Financial Planner
  • University Of Oklahoma
    University Of Oklahoma
    Accounting

Frequently Asked Questions about Lea Ann Knight

What company does Lea Ann Knight work for?

Lea Ann Knight works for Ep Wealth Advisors

What is Lea Ann Knight's role at the current company?

Lea Ann Knight's current role is Helping successful professionals navigate their financial fitness after 50.

What is Lea Ann Knight's email address?

Lea Ann Knight's email address is ga****@****ast.net

What is Lea Ann Knight's direct phone number?

Lea Ann Knight's direct phone number is +161769*****

What schools did Lea Ann Knight attend?

Lea Ann Knight attended Stanford University, Golden Gate University, Edward S. Ageno School Of Business, College For Financial Planning, University Of Oklahoma.

What are some of Lea Ann Knight's interests?

Lea Ann Knight has interest in Writing, Investing, Public Speaking, Art, Tennis, Food, Wine.

What skills is Lea Ann Knight known for?

Lea Ann Knight has skills like Leadership, Estate Planning, Public Speaking, Iras, Investments, Investment Advisory, Asset Allocation, Strategic Planning, Financial Services, Wealth Management, Equities, Mutual Funds.

Who are Lea Ann Knight's colleagues?

Lea Ann Knight's colleagues are Adam Fein, Jim Fitzpatrick, Cfp®, Eric Swanson, Cfp ®, Maria Algaze, Brian Liberis, Mineko C. Murai, Chuck Cutler.

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