Senior Client Care Associate
My NET WORTHWILE™ is helping clients execute their financial plan so they can achieve their financial goals.
Emily enjoys working closely with advisors and planners to help implement clients’ financial plans and reach their goals. Through exceptional customer service and attention to detail, she provides comprehensive account services, including assisting and responding to client inquiries and requests, assisting with portfolio accounting and reporting, and processing account openings and closings.
Prior to joining SignatureFD, Emily was a client operations specialist at the Atlanta Consulting Group, an institutional and family office investment consulting firm. Prior to that, she was an Assistant Vice-President for Raymond James in Taxable, Fixed Income Sales.
Emily holds a Bachelor of Science in Economics and Business Administration from St. Mary’s College of California.SAVE AS PDF
*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 SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.