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Kristie A Garrett

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Kristie A Garrett

Business Development Manager | EP Wealth Advisors

Washington, Seattle, United States

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Kristie A Garrett

Summary

Kristie A Garrett is a seasoned financial advisor and planner with a robust history of success in the financial services industry. With a focus on personalized client relationships, she excels in aligning financial resources with individual goals, particularly in areas like retirement, estate planning, and investment management. Kristie's academic credentials include an MBA from Seattle University and a BA from Seattle Pacific University, underscoring her strong foundation in finance and management. She currently serves as Vice President at EP Wealth Advisors, where she champions a fiduciary approach to financial planning. Her previous roles at Brighton Jones have equipped her with extensive experience in business development and client acquisition, particularly among high net worth individuals. Beyond her professional expertise, Kristie is passionate about financial education and community engagement, aiming to empower clients through informed financial decisions. Her diverse skill set spans across various financial disciplines, making her a valuable asset in navigating today’s complex economic landscape.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Kristie A Garrett

Work Experience

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Vice President, Advisor at

EP Wealth Advisors

October 2023 - Present

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Kristie A Garrett

Education

Seattle University, MBA

January 1993 - January 1998

Seattle Pacific University - School of Business and Economics, BA, Finance, Economics, Management, Magna Cum Laude

January 1986 - January 1990

College for Financial Planning, CFP®, CRPC®

January 1990 - January 1993

Frequently Asked Questions about Kristie A Garrett

What is Kristie A Garrett email address?

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

What company does Kristie A Garrett work for?

Kristie A Garrett is a Business Development Manager at EP Wealth Advisors.

Where Kristie A Garrett graduated from?

Kristie A Garrett holds a degree in Master of Business Administration emphasis in Human Resource Management and Organizational development from Seattle University.

How can I directly contact Kristie A Garrett?

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

Who is Kristie A Garrett?

Kristie A Garrett is a seasoned financial advisor and planner with a robust history of success in the financial services industry. With a focus on personalized client relationships, she excels in aligning financial resources with individual goals, particularly in areas like retirement, estate planning, and investment management. Kristie's academic credentials include an MBA from Seattle University and a BA from Seattle Pacific University, underscoring her strong foundation in finance and management. She currently serves as Vice President at EP Wealth Advisors, where she champions a fiduciary approach to financial planning. Her previous roles at Brighton Jones have equipped her with extensive experience in business development and client acquisition, particularly among high net worth individuals. Beyond her professional expertise, Kristie is passionate about financial education and community engagement, aiming to empower clients through informed financial decisions. Her diverse skill set spans across various financial disciplines, making her a valuable asset in navigating today’s complex economic landscape.

Kristie`s contact details

mail

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

***@archoncapitalmanagement.com

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

Colleagues

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Sean Cartin

Financial Analyst

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Clay Zachry

Senior Financial Advisor

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Dan Federman

Vice President

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Trevor Bush

Employee

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Stephanie Richman

Institutional Equity Sales

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David Devita

Internship

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Megan Carden

Summer Internship

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Jared Johnson

manager trainee

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Clint Camua

Financial Advisor

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Cody Wickham

Assistant Superintendent

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