As a Relationship Manager, Emily is the face of Liberty Wealth Advisors in our Stamford Office, bringing our products and services to life for all of our clients. She focuses the majority of her time deepening our client relationships by offering appropriate financial solutions and services to both individual and small business clients.
As part of our advisory team, Emily has become a leader in creating solutions – all designed to meet the unique life priorities of our Liberty Wealth Advisor 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.
In addition to holding her Series 7 and 66 registrations, Emily earned her B.A. 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. She also loves exploring her favorite beaches.