As vice president of Mercadien Asset Management Emily works closely with clients in the preparation of financial plans, is a member of our investment committee, as well as serves as the firm’s head of the operations and administration team. She holds the CERTIFIED FINANCIAL PLANNER™ certification and Series 7 and 66 licenses and enjoys working with clients to help them plan for a more confident financial future.
Prior to joining Mercadien, Emily worked at RBC Wealth Management as a business administration and investment associate in their Minneapolis, New York City and Princeton branches. She worked closely with advisors to develop asset allocation strategies and financial plans.
Emily graduated from Hofstra University with a B.S. in business economics and a minor in journalism and is a member of the Financial Planning Association. She became a Certified Financial Planner in 2020. She resides in Philadelphia.