Emily Saffa

With more than 20 years of experience in the financial services industry, I've built my career around delivering exceptional client service, strengthening relationships, and supporting advisors through efficient, detail-oriented operations. Throughout my career, I've earned multiple industry certifications and professional licenses including my Series 7, 63, and 65, reflecting my commitment to continuous learning and professional growth. 

I take pride in creating a seamless client experience while supporting the day-to-day operations that help our team serve clients at the highest level. 

Outside of work, my greatest joy is my family. My husband, Jason, and I have been married for more than 20 years, and together we've built a wonderful family with our four children, Madison, Cindy, Cohen, and Bristol (& three grandchildren!).

Whether we're traveling, celebrating milestones, or simply spending time together, I soak in every opportunity to be surrounded by the people I love. My family has taught me the importance of empathy, patience, and genuine relationships; values that shape both my personal life and the way I care for our clients every day.