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Emily Thompson
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Senior Financial Advisor
Emily Thompson
20+ years in finance
Biography
With over two decades of experience in the financial industry, Emily specializes in estate planning and tax-efficient strategies. A Chartered Financial Analyst (CFA), she has been a cornerstone of our team since its inception. Emily believes in creating tailored financial plans that not only meet but exceed our clients' expectations.
Qualifications:
- Chartered Financial Analyst (CFA)
- Master of Business Administration (MBA)
- Certified Estate Planner (CEP)
Reach out to us and we’ll guide you on your financial journey.
My Expertise
Specialization
