Lynne Knox Email & Phone Number

As a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services, I often see clients who come to me during major life or financial transitions ― a divorce, the death of a spouse or an inheritance. I work primarily with women but also with couples, and a common thread is that their view of success isn’t about financial metrics. They want to pursue their lives to the fullest and embrace their most cherished values.I take a comprehensive and proactive approach. We work together to map out a holistic strategy that starts with protecting principal and moves on to developing a framework for making sound decisions over the long term. I walk beside them throughout their journey, identifying gaps that could derail them and helping them stay on track.I joined Capital Group Private Client Services in 2006 and have more than 35 years of industry experience. Prior to joining the firm, I served as a Wealth Strategist at Northern Trust. Previously, I was a partner at a family office, where my responsibilities included the management of family business operations, including tax and financial consulting.I hold a BS in Economics from the University of California, Los Angeles, and am a Certified Public Accountant. I also serve on the Steering Committee of the Los Angeles region of the Red Cross Tiffany Circle Society of Women Leaders.Capital Group Private Client Services is a privately owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts and foundations. We are backed by the global resources of Capital Group — one of the world’s oldest and largest asset management firms, with nearly 8,000 associates in offices around the world. Learn more about Capital Group Private Client Services at www.capitalgroup.com/pcs.I am based in our Los Angeles office and can be reached at lynne_knox@capgroup.com. You can learn more about me and read important disclosures at https://www.capitalgroup.com/pcs/contact-us/lynne-knox.htmlCopyright © 2022 Capital Group Private Client Services.

Listed skills include Services.

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  University Of California, Los Angeles

  Bs, Economics