Lilli-Ann Carreón González
Client Relationship Associate
Orange County, California
Client Relationship Associate
Orange County, California
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.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
If you work for a company, you might be...
After meeting your RMD, you can...
401(k) contribution limits have been...
The IRS recently updated 401(k)...