Emily Fennell, CERTIFIED FINANCIAL PLANNER® is a Senior Financial Associate who graduated from Lehigh University with a Bachelor of Science in Finance with a double minor in Real Estate and Health, Medicine, and Society. After graduating from Lehigh, Emily started her career with UBS Financial Services where she was a virtual Financial Advisor servicing clients of the branch. Within this position, she acquired significant experience early on with regards to financial planning, asset allocation, and implementing investment strategies.
After some time, Emily decided to narrow her focus to Financial Planning by moving to Morgan Stanley, where she took the role of a Financial Planning Specialist. In this position, she was able to fully immerse herself in the detail and analysis of financial planning, while helping Financial Advisors focus on and implement an effective financial planning process throughout their book of business.
Emily was born and raised in New York City, where she was and continues to be a devoted swimmer and scuba diver. Additionally, Emily has a devoted passion for reading, traveling with friends and family, and volunteering around her neighboring communities.