Lilli-Ann Carreón González

California State Icon Orange County, California
Client Relationship Associate
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About Lilli-Ann

Lilli-Ann Carreón González had nearly two decades of financial industry experience when she joined EP Wealth Advisors in 2021. Her previous positions included administrative and operations management responsibilities at TD Ameritrade and Scottrade. Always involved in client-driven roles, Lilli-Ann finds her strength and skill set is working with people. She thrives in an environment that is customer-service oriented, where customer satisfaction is paramount, and where her contribution can make a difference. Over the course of her career, Lilli-Ann has earned recognition that includes two President’s Club Awards for outstanding client experience and three “Better Begins with Me” quarterly honors. Part of a proud military family, she has a son and daughter-in-law both serving in the United States armed forces.

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Mt. San Antonio College, Criminal Justice

How can Lilli-Ann help?


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