Directory
>
Kristie Garrett Cfp Crpc
Kristie Garrett Cfp Crpc
Vice President, Advisor | EP Wealth Advisors
Seattle, Washington, United States
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.
Kristie Garrett Cfp Crpc
Work Experience
Vice President, Advisor at
EP Wealth Advisors
October 2023 - Present
Client Portfolio Manager/Senior Lead Advisor at
Zevenbergen Capital Investments LLC (ZCI)
December 2020 - August 2023
Senior Lead Advisor at
Brighton Jones
January 2020 - October 2020
Vice President Business Development at
Brighton Jones
January 2019 - January 2020
Business Development Manager at
Brighton Jones
September 2015 - January 2019
Investor Relations, Strategic Operations at
Archon Capital Management LLC
February 2009 - May 2015
Field Vice President at
Ameriprise Financial Services, LLC
March 2002 - November 2008
Associate Vice President/Director of Financial Planning at
Ameriprise Financial Services, LLC
January 2000 - January 2002
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
***@archoncapitalmanagement.com
***************@brightonjones.com
********@epwealth.com
Colleagues
Vice President and Wealth Advisor at EP Wealth Advisors
Vice President, Advisor
Chief Executive Officer
Vice President
Executive Vice President / Partner
Senior Vice President, Partner
Vice President / Partner
Vice President/Partner
Vice President, Partner, and Financial Advisor
Vice President of Wealth Management