Emily is a Client Relationship Manager at Liberty Wealth Advisors®. As a relationship manager, Emily brings our products and services to life for all our clients. Emily focuses the majority of her time on deepening our client relationships by offering appropriate financial solutions and services to both individual and small business clients.
A key member of our advisory team, Emily has become a leader in creating solutions designed to achieve the unique life goals of our Liberty Wealth Advisors® clients. Her areas of experience include assisting clients in managing expenses, building wealth, managing debt, buying a home, saving for college, and planning for unexpected life events. Emily exhibits Servant Leadership by placing the needs of our clients and our team ahead of her own and leading by serving others.
Emily earned her bachelor’s degree in Psychology from the University of Connecticut, where she spent a semester studying abroad in Greece. She’s received awards for her work with Habitat for Humanity and did several years of research with a UConn lab studying language development in young children with autism. Outside of the office, she enjoys reading, golf, and spending time with friends and family, especially her two children. She also loves exploring her favorite beaches.
Areas of Experience:
- Investment Guidance
- Retirement Planning
- Retirement Distribution Planning
- Client Relationship Management
- College Savings Planning
- Account Distributions and Contributions
- Account Openings and Transfers
- Expense and Debt Management
- Wealth Building
- Property Purchases
- Cash Requests
- Required Minimum Distributions
- Financial Industry Operations