Emily's journey in the financial services industry began with a part-time internship at Raymond James during 2016-2018. Inspired by this experience, she pursued a career in finance, starting at Merrill Lynch in 2021 before joining the Lynch Capital Wealth Management team in October of 2024. As the team’s registered client associate, she specializes in client onboarding and account servicing, ensuring that daily client needs are met with precision and care.
Emily holds the Series 7 and 66 securities licenses and obtained her Accredited Asset Management Specialist™ designation in 2024. She graduated from The George Washington University with a Bachelor of Business Administration, concentrating in finance.
Originally from Maryland, Emily is a lifelong equestrian and was a member of the GWU Equestrian Team. Outside of work, she enjoys traveling and spending time at the beach.
AAMS® and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.
