Emily earned her BS at SUNY University at Buffalo. After five years in the client service industry, Emily joined the Riley Whalen Inc. team in April 2017. She has since passed her FINRA SIE Exam, Series 7, and Series 63 Securities registrations held through LPL Financial.
With her years of industry experience and attention to detail, Emily brings with her a unique perspective to enhance the dynamics of our Riley Whalen Advisor Team. She has a passion for helping clients and is eager to contribute her talents to our team’s success. In her new role as a Financial Advisor, Emily will be helping Steve and Kelly to take care of and manage their clients’ portfolios as we continue to grow our business.
Originally from Mendon, NY, Emily now lives on Conesus Lake with her fiancé, Jared. She enjoys horseback riding, hiking, snowboarding, kayaking, and spoiling their family dogs.