About Us

Lea Ann Knight, CFP(R)

Principal Member of Garrison/Knight Financial Planning LLC

  




CREDENTIALS:


BA- Stanford University, 1983
Certified Public Accountant (CPA) - California, 1991
Certified Financial Planner(R) (CFP) - 2009 
Investment Advisor Representative (IAR) - Massachusetts, 2009


Money Expert, All You Magazine



Work Experience
:

  • Senior Manager, Deloitte & Touche LLP - San Francisco, Los Angeles & New York, 1986-1996
  • Controller, The Solomon R Guggenheim Museum - New York, 1996
  • Chief Admin Officer, Princes Gate, Morgan Stanley -New York, 1996-1998
  • General Manager, Immersant-Cambridge, 1999-2001
  • Financial Advisor/Ltd Partner, Edward Jones Investments-Bedford, 2001-2009

 


Current &  Past Community Activities:

  • Chairman, Bedford Chamber of Commerce
  • Past President, Rotary Club of Bedford
  • Board of Directors, Bedford Center for the Arts
  • Member, Financial Planning Association of MA
  • Member, National Association of Personal Financial Advisors

 


In her spare moments, Lea Ann spends time with her husband and three daughters,   is active in various competitive tennis leagues and recently wrote her first book for kids,  The Fitch Tavern Tales: A Colonial Adventure. 


 As the Principal Member of Garrison/Knight Financial Planning LLC, Lea Ann is also a  member of The Garrett Planning Network, dedicated to fee-only, hourly financial planning.