Not FDIC insured | Not Bank guaranteed | May lose value | Not a bank deposit | Not insured by any federal government agency.
EMILY ADAMS is an experienced Financial Advisor with a specialization in Wealth Management. She earned her bachelor's degree in Business Administration from Kaplan University and has worked in the industry since 2006. Emily is a Rotory Club member, previously served as a board member for the W-SR United Way and is a proud 2024 graduate of the Waverly Chamber of Commerce Project Lead program.
Emily's journey in the financial industry began as an assistant, and her dedication and passion led her to become an advisor. She is committed to assisting individuals in achieving their financial goals. Emily understands that each person has unique needs, and she offers customized strategies to help them stay on the right track. She embraces the evolving landscape of financial services, adapting to the changing requirements of her clients. Whether you prefer face-to-face meetings, virtual interactions through platforms like Zoom, or a simple phone call, Emily prioritizes your comfort and convenience. She allows you to set the pace while she takes care of the rest, ensuring a seamless and efficient financial planning experience.
“No matter where you are in your financial journey, I’m excited to help you,” said Adams. “Let’s discuss your goals and objectives, so I can help you achieve them.”
