Emily N. Lee, Cfp®Cpwa® Email & Phone Number

My team and I oversee the financial affairs for families, retirees, corporate executives, business owners and non-profit organizations throughout our region and across the country. We are dedicated to bringing clients a combination of personalized, yet disciplined, planning-based wealth management strategies. We understand the significance that a strategic plan can have in helping you minimize taxes, manage the growth of wealth, and carry forward long-lasting legacies. Our goal is to give you and your family the best life possible using the extensive resources we have within our firm backed by the integrity, honesty and professionalism of everyone on my team. Continuous education and professional designations are important to me in setting a true fiduciary standard for the families and entities I work with. I have completed the Yale School of Management's Certified Private Wealth Advisor certification program and am also a CERTIFIED FINANCIAL PLANNER™, which is awarded to individuals who successfully complete the Certified Financial Planner Board's intensive initial and ongoing annual certification requirements. Serving my local community and working with other professionals in a civic capacity is also something I enjoy and believe is imperative to supporting the communities I call home. It has been my honor to serve as a member of the Board of Directors for multiple important community organizations, including The Birthplace of Country Music, Inc., Highlands Community Services Board for Bristol/Washington County, Children's Advocacy Center for Bristol/Washington County, Emory & Henry College Alumni Association, and the Washington County Rotary.