Directory

>

Kristie Garrett Cfp Crpc

avatar

Kristie Garrett Cfp Crpc

Vice President, Advisor | EP Wealth Advisors

Seattle, Washington, United States

View contact details (it's free)

Kristie Garrett Cfp Crpc

Summary

Kristie Garrett is an accomplished financial advisor and client portfolio manager with extensive experience in the financial services industry. She specializes in aligning client resources with their intentions, ensuring personalized financial planning and investment management. With a strong academic background, including an MBA from Seattle University and a BA from Seattle Pacific University, Kristie has developed a deep understanding of equity compensation, retirement planning, and estate planning. Her career spans multiple leadership roles, where she has demonstrated her ability to foster client relationships and drive business development. Kristie is passionate about empowering clients to achieve their financial goals through tailored strategies and comprehensive fiduciary services. She has a proven track record of success in managing high-net-worth clients and navigating complex financial landscapes. Beyond her professional achievements, Kristie is committed to continuous learning and leadership development in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Innovation

Organisational experience

Corporate Experience

Kristie Garrett Cfp Crpc

Work Experience

company logo

Vice President, Advisor at

EP Wealth Advisors

October 2023 - Present

company logo

Client Portfolio Manager/Senior Lead Advisor at

Zevenbergen Capital Investments LLC (ZCI)

December 2020 - August 2023

company logo

Senior Lead Advisor at

Brighton Jones

January 2020 - October 2020

company logo

Vice President Business Development at

Brighton Jones

January 2019 - January 2020

company logo

Business Development Manager at

Brighton Jones

September 2015 - January 2019

company logo

Investor Relations, Strategic Operations at

Archon Capital Management LLC

February 2009 - May 2015

company logo

Field Vice President at

Ameriprise Financial Services, LLC

March 2002 - November 2008

company logo

Associate Vice President/Director of Financial Planning at

Ameriprise Financial Services, LLC

January 2000 - January 2002

Logos provided by Logo.dev

Kristie Garrett Cfp Crpc

Education

Seattle University, Mba

January 1993 - January 1998

College for Financial Planning, Cfp®, Crpc®

January 1990 - January 1993

Seattle Pacific University - School of Business and Economics, Ba

January 1986 - January 1990

Frequently Asked Questions about Kristie Garrett Cfp Crpc

What is Kristie Garrett Cfp Crpc email address?

Kristie Garrett Cfp Crpc's primary email address is ***@archoncapitalmanagement.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kristie Garrett Cfp Crpc work for?

Kristie Garrett Cfp Crpc is a Vice President, Advisor at EP Wealth Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Kristie Garrett Cfp Crpc graduated from?

Kristie Garrett Cfp Crpc holds a degree in from Seattle University.

How can I directly contact Kristie Garrett Cfp Crpc?

To contact Kristie Garrett Cfp Crpc directly, you can use the email address ***@archoncapitalmanagement.com. Complete contact information is available upon registration with Muraena.

Who is Kristie Garrett Cfp Crpc?

Kristie Garrett is an accomplished financial advisor and client portfolio manager with extensive experience in the financial services industry. She specializes in aligning client resources with their intentions, ensuring personalized financial planning and investment management. With a strong academic background, including an MBA from Seattle University and a BA from Seattle Pacific University, Kristie has developed a deep understanding of equity compensation, retirement planning, and estate planning. Her career spans multiple leadership roles, where she has demonstrated her ability to foster client relationships and drive business development. Kristie is passionate about empowering clients to achieve their financial goals through tailored strategies and comprehensive fiduciary services. She has a proven track record of success in managing high-net-worth clients and navigating complex financial landscapes. Beyond her professional achievements, Kristie is committed to continuous learning and leadership development in the financial sector.

Kristie`s contact details

mail

***@archoncapitalmanagement.com

***************@brightonjones.com

********@epwealth.com

Colleagues

avatar
Cfp Nick Hatfield Cpwa

Vice President and Wealth Advisor at EP Wealth Advisors

avatar
Cfp Armando Estevane

Vice President, Advisor

avatar
Ryan Parker

Chief Executive Officer

avatar
Ryan Schwartz Cfa Cfp

Vice President

avatar
Cfp Ryan Serrecchia

Executive Vice President / Partner

avatar
Ryan Ignacio Cfa Cfp

Senior Vice President, Partner

avatar
Cfp️ Richard Janke

Vice President / Partner

avatar
Cfp Rick Bryan

Vice President/Partner

avatar
Tammy Prouty

Vice President, Partner, and Financial Advisor

avatar
Robert Davis

Vice President of Wealth Management

View Contact details (it's free)
Request Profile Removal