Happy you're here,
I'm Emily, your Client Service Manager at Stratos Private Wealth. I've been apart of of the team since 2021 and came to the firm with over 20 years of industry experience and three licenses including my Series 7, 63 and 65. I have always been client service minded and finance has been at the forefront throughout my career path; prior to joining our team I worked as a Financial Consultant with Wells Fargo Advisors where I specialized in financial planning and relationship management. Building connections with people has always been a key component of my professional drive, and my focus on client happiness brought me to my current role. My responsibilities are operational in nature and require leading the client service team and creating initiatives and streamlining processes to deliver white-glove service to our clients.
My service driven nature is also relevant in my personal life, and I'm both an active wife and mother of four. My husband is a Master Chief in the Navy, so our family is well-adjusted to military life and we love to travel often with our four kids. Camping, boating (we love Lake Havasu!) and learning Italian for our next big trip to Italy occupy most of our free time. We are Disney fans and head to the park a few times a year
