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Kristie A Garrett
Kristie A Garrett
Business Development Manager | EP Wealth Advisors
Washington, Seattle, United States
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.
Kristie A Garrett
Work Experience
Vice President, Advisor at
EP Wealth Advisors
October 2023 - Present
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
***************@brightonjones.com
***@archoncapitalmanagement.com
********@epwealth.com
Colleagues
Financial Analyst
Senior Financial Advisor
Vice President
Employee
Institutional Equity Sales
Internship
Summer Internship
manager trainee
Financial Advisor
Assistant Superintendent