Vice President, Advisor Program Development & Recognition, Senior Manager
Emily brings a decade of wealth management experience to Benjamin F. Edwards, where she partners with financial advisors and firm executives to identify growth opportunities, navigate complex business challenges, and turn strategic priorities into practical action. As manager of Advisor Program Development & Recognition, she leads initiatives that enable growth for advisors and their teams at every stage of their careers, while recognizing advisor achievements. Emily works closely with leadership and home office experts to deliver meaningful programs that reinforce the firm’s client-first commitment, elevate service, and inspire leadership.
Before joining Benjamin F. Edwards, Emily spent 10 years with Wells Fargo Advisors in roles spanning business strategy, advisor growth and engagement, practice management, marketing, and communications. Most recently, she led strategic growth initiatives for Wells Fargo Advisors Financial Network (FiNet), the firm’s independent advisor channel, where her work included developing its first enterprise-wide external brand standards and advisor recruiting positioning framework.
Emily approaches business challenges with curiosity and a broad perspective, looking beyond the immediate ask to understand the larger, foundational need behind it. Her relationship-centered approach brings together perspectives from across the organization to develop thoughtful, actionable solutions—always with the experience of advisors and their clients at the forefront.
Outside the office, Emily can usually be found immersed in whatever has captured the attention of her two children—whether that means being a soccer mom, arts-and-crafts mom, or gaming mom. She is also an avid reader, particularly of memoirs, and enjoys documentaries, traveling, and decorating.
Check the background of this investment professional on FINRA’s BrokerCheck