Emily is a Senior Client Services Associate - Operations and Trading. She joined the firm in 2002 and is one of the firm’s founding employees. Emily is committed to delivering service above and beyond client expectations. Emily is available to service any administrative client need including monetary and cashiering requests.
Emily is well versed in financial planning and has worked in many capacities within the industry. At New England Financial, she established a practice that focused on financial planning and goal management for professional women. Subsequently, Emily specialized in investment advisory services, including annuity purchases, for the Merrill Lynch Financial Advisory Center.
Emily earned her BA from the University of Alabama.
Emily’s personal interests include reading, exercising, and golfing. She lives in Ponte Vedra Beach with her husband.