Lea Ann Knight
Lea Ann Knight, CFP®, is a co-owner and Managing Partner of Financial Planning for Better Money Decisions (B$D). With her background in investing and financial planning, she enjoys working closely with clients to design and implement customized financial plans.
Before joining Better Money Decisions, Lea Ann was a partner and Director of Wealth Management for North American Management, a Boston-based Registered Investment Advisory (RIA) firm. Previously, she was the founding member of Garrison/Knight Financial Planning, a Limited Partner with Edward Jones, Chief Administrative Officer for a private equity group at Morgan Stanley and a Senior Manager for Deloitte & Touche LLP. Her varied roles in the financial services industry have given her a well-rounded view on the many confusing choices clients have when it comes to managing their money.
Lea Ann is also a past financial columnist for Time Inc.’s All You magazine and has been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplingers, among other financial media. A large part of her focus has been on helping clients through life transitions and empowering women to manage their affairs with greater confidence.
“B$D recognizes that clients need help navigating change. Marriage, divorce, widowhood or retirement can have a profound financial effect on client’s lives. Understanding the whole picture, not just the investment portfolio, is how we approach every client relationship.”
A member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA), Lea Ann is a graduate of Stanford University and has a master’s degree in Advanced Financial Planning through Golden Gate University.
She is forever working on her backhand in tennis and tries to avoid being “that parent” on college visits with her three children.
LEA ANN’S WORST MONEY DECISION: Thinking I’d make a quick buck by buying stock in the gallery of a 95-year old artist. Quality, not age, matters more in investing!
LEA ANN’S BETTER MONEY DECISION: Renovating a 300-year-old colonial tavern for fifteen years. It was like having a fourth child, but we loved preserving that history for future generations.
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.
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