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Emily P. Email & Phone Number
Senior Advisor Associate
at
Wealthspire Advisors
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Advisor Associate
Location
Greater Milwaukee, United States
Company size
Who is Emily P.? Overview
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Quick answer
Emily P. is listed as Senior Advisor Associate at Wealthspire Advisors, a with 112 employees, based in Greater Milwaukee, United States. AeroLeads shows a matched LinkedIn profile for Emily P..
Emily P. previously worked as Senior Advisor Associate at Wealthspire and Advisor Associate at Wealthspire Advisors. Emily P. holds Bachelor'S Degree, Finance And Financial Management Services from University Of Wisconsin-Whitewater.
Company email context
Email format at Wealthspire Advisors
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Wealthspire Advisors
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Profile bio
About Emily P.
Goal-oriented individual with strong customer service skills, teamwork capabilities, and organizational skills. Knows how to see a project through to completion, on-time, and with accuracy and enjoys the wave of success that follows. Creative, resourceful, and self-motivated with exceptional planning skills.
Current workplace
Emily P.'s current company
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Wealthspire Advisors
5 roles
Emily P. work experience
A career timeline built from the work history available for this profile.
Advisor Associate
Financial Planning Assistant
May 2021 - Mar 2022
Administrative Assistant
Nov 2020 - May 2021
Financial Planning Intern
Jun 2020 - Nov 2020
Team & coworkers
Colleagues at Wealthspire Advisors
Other employees you can reach at wealthspire.com. View company contacts for 112 employees →
TH
Tierney Henderson
Colleague at Wealthspire AdvisorsSan Francisco Bay Area, United States
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MK
Max Kortegast, Cfp®
Colleague at Wealthspire AdvisorsUnited States
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ED
Eric Dostal J.D. Cfp®
Colleague at Wealthspire AdvisorsNew York, United States
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SC
Susan Carbone
Colleague at Wealthspire AdvisorsWest Palm Beach, Florida, United States
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JD
John Dobson, Cfp®
Colleague at Wealthspire AdvisorsWaukesha, Wisconsin, United States
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JW
Jenna Williams
Colleague at Wealthspire AdvisorsMadison, Wisconsin, United States
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LS
Luke Smith, Cfp®, Aif®
Colleague at Wealthspire AdvisorsSalisbury, Maryland, United States
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DF
Dylan Fox
Colleague at Wealthspire AdvisorsNew York, United States
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JF
John F. Thiel, Mba, Cfp®
Colleague at Wealthspire AdvisorsSan Rafael, California, United States
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KF
Keely Ford
Colleague at Wealthspire AdvisorsLos Angeles, California, United States
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Tierney Henderson
Colleague at Wealthspire AdvisorsSan Francisco Bay Area, United States
View →
MK
Max Kortegast, Cfp®
Colleague at Wealthspire AdvisorsUnited States
View →
ED
Eric Dostal J.D. Cfp®
Colleague at Wealthspire AdvisorsNew York, United States
View →
SC
Susan Carbone
Colleague at Wealthspire AdvisorsWest Palm Beach, Florida, United States
View →
JD
John Dobson, Cfp®
Colleague at Wealthspire AdvisorsWaukesha, Wisconsin, United States
View →
JW
Jenna Williams
Colleague at Wealthspire AdvisorsMadison, Wisconsin, United States
View →
LS
Luke Smith, Cfp®, Aif®
Colleague at Wealthspire AdvisorsSalisbury, Maryland, United States
View →
DF
Dylan Fox
Colleague at Wealthspire AdvisorsNew York, United States
View →
JF
John F. Thiel, Mba, Cfp®
Colleague at Wealthspire AdvisorsSan Rafael, California, United States
View →
KF
Keely Ford
Colleague at Wealthspire AdvisorsLos Angeles, California, United States
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1 education record
Emily P. education
FAQ
Frequently asked questions about Emily P.
Quick answers generated from the profile data available on this page.
What company does Emily P. work for?
Emily P. works for Wealthspire Advisors.
What is Emily P.'s role at Wealthspire Advisors?
Emily P. is listed as Senior Advisor Associate at Wealthspire Advisors.
Where is Emily P. based?
Emily P. is based in Greater Milwaukee, United States while working with Wealthspire Advisors.
What companies has Emily P. worked for?
Emily P. has worked for Wealthspire, Wealthspire Advisors, Ameriprise, Cadence Construction Company, and Resilient Wealth Planning.
Who are Emily P.'s colleagues at Wealthspire Advisors?
Emily P.'s colleagues at Wealthspire Advisors include Tierney Henderson, Max Kortegast, Cfp®, Eric Dostal J.D. Cfp®, Susan Carbone, and John Dobson, Cfp®.
How can I contact Emily P.?
You can use AeroLeads to view verified contact signals for Emily P. at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.
What schools did Emily P. attend?
Emily P. holds Bachelor'S Degree, Finance And Financial Management Services from University Of Wisconsin-Whitewater.
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