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Santa Fe, New Mexico Office
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Lea Ann Knight is passionate about empowering women to manage their financial lives with greater confidence and supporting clients through major life transitions. She thrives on helping individuals design and implement customized financial plans that align with their personal goals and values.
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Lea Ann brings a wealth of leadership and financial planning experience to her role as an advisor. Before joining EP Wealth Advisors, she was a Managing Partner at Better Money Decisions, a woman-owned RIA in Santa Fe, NM. She previously served as Partner and Director of Wealth Management at North American Management in Boston and held senior roles at Garrison/Knight Financial Planning, Edward Jones, Morgan Stanley, and Deloitte & Touche LLP. She has also contributed financial insights as a columnist for All You magazine and has been quoted in The Wall Street Journal, SmartMoney, and Kiplinger’s.
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Lea Ann earned her undergraduate degree from Stanford University and holds a master’s degree in Advanced Financial Planning from Golden Gate University. She is a CERTIFIED FINANCIAL PLANNER™ professional .
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Based in Santa Fe, Lea Ann is deeply involved in local nonprofit work, currently serving as Board President for Española Humane and as a Finance Committee member for Reading Quest. In her free time, she enjoys traveling abroad and working on her tennis game.
WE KEEP YOU INFORMED
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.
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Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow.
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