Office-203-439-0732 ext. 240
Direct Line-203-698-5464
Emily is a Wealth Advisor with Egidio Lennon Wealth Management, focusing on supporting Marc Lennon's clients as well as working with new client relationships. Emily enjoys working with clients to develop individualized financial plans that align with their goals.
Emily started her career in 2017, working with teachers helping them set up their retirement plans before moving on to independent wealth management where she focused her time on building comprehensive financial plans as well as help service corporate retirement plans. Having a few teachers in her life, she is excited to resume working with them.
Emily is a CERTIFIED FINANCIAL PLANNER® professional and holds Series 7, 63 and 65 FINRA registrations, and Life Accident and Health licenses.
Emily graduated from Bentley University with a bachelor's degree in corporate finance and accounting. Emily lives in West Hartford with her fiancé and enjoys spending time with family and friends.