Emily is an assistant vice president on the client service team, based in our Reston, VA office. In this role, she supports the local advisors by serving as a point of contact for clients, carrying out day-to-day tasks, and assisting in the overall financial planning process.
Emily brings a decade of experience in client service, most recently working as an office administrator, operations associate, and client service associate for Alpha Financial Advisors. She has also held roles as a receptionist, in risk management, and as a sales assistant.
A resident of Arlington, VA, she spends her spare time lending her voice as Gemma the Turtle to the YouTube Kids show “Sadie,” serving her church in various capacities, and spending time with family and friends.
Previous Experience
- Office Administrator / Operations Associate / Client Service Associate at Alpha Financial Advisors, LLC
- Client Service Associate at Cornerstone Financial Partners, LLC
- Receptionist at McNair Law Firm
- Risk Management Coordinator at OB Hospitalist Group
- Sales Assistant at Morgan Keegan
Education & Credentials
- BS, Bob Jones University, Organizational Communication/Technical Writing
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
