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Emily P. Email & Phone Number

Advisor Associate at Wealthspire Advisors at Wealthspire Advisors
Location: Greater Milwaukee, United States, United States 4 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Wealthspire Advisors
Role
Advisor Associate at Wealthspire Advisors
Location
Greater Milwaukee, United States, United States
Company size
112 employees

Who is Emily P.? Overview

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Quick answer

Emily P. is listed as Advisor Associate at Wealthspire Advisors at Wealthspire Advisors, a company with 112 employees, based in Greater Milwaukee, United States, United States. AeroLeads shows a matched LinkedIn profile for Emily P..

Emily P. previously worked as Advisor Associate at Wealthspire Advisors and Financial Planning Assistant at Ameriprise. Emily P. holds Bachelor'S Degree, Finance And Financial Management Services from University Of Wisconsin-Whitewater.

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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
Wealthspire Advisors
Advisor Associate at Wealthspire Advisors
new york, new york, united states
Website
wealthspire.com
Employees
112
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Company profile
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4 roles

Emily P. work experience

A career timeline built from the work history available for this profile.

Advisor Associate

Current
Wealthspire Advisors

Delafield, Wisconsin, United States

Apr 2022 - Present

Financial Planning Assistant

Ameriprise

Brookfield, Wisconsin, United States

May 2021 - Mar 2022
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

AB Anthony Bethea Anthony Bethea Colleague at Wealthspire Advisors Accokeek, Maryland, United States, United States View → AL Allaire Langdon, Cfp® Allaire Langdon, Cfp® Colleague at Wealthspire Advisors Palm Beach, Florida, United States, United States View → CM Corey Mcguire, Cfa Corey Mcguire, Cfa Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → SC Stephanie Carmel Mba, Cfp®, Cdfa® Stephanie Carmel Mba, Cfp®, Cdfa® Colleague at Wealthspire Advisors New York City Metropolitan Area, United States View → BL Brian Loy, Cfa, Cfp Brian Loy, Cfa, Cfp Colleague at Wealthspire Advisors Reno, Nevada, United States, United States View → MB Maddy Bowles, Cfp® Maddy Bowles, Cfp® Colleague at Wealthspire Advisors New York, New York, United States, United States View → EP Emily Platt, Cfp® Emily Platt, Cfp® Colleague at Wealthspire Advisors Washington, District Of Columbia, United States, United States View → DM Dylan Mills Dylan Mills Colleague at Wealthspire Advisors Glen Allen, Virginia, United States, United States View → GS Garrett Scranton, Cfp® Garrett Scranton, Cfp® Colleague at Wealthspire Advisors Washington DC-Baltimore Area, United States View → MM Michael Maurer Michael Maurer Colleague at Wealthspire Advisors Raleigh, North Carolina, United States, United States View →
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 Advisor Associate at Wealthspire Advisors at Wealthspire Advisors.

Where is Emily P. based?

Emily P. is based in Greater Milwaukee, United States, United States while working with Wealthspire Advisors.

What companies has Emily P. worked for?

Emily P. has worked for 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 Anthony Bethea, Allaire Langdon, Cfp®, Corey Mcguire, Cfa, Stephanie Carmel Mba, Cfp®, Cdfa®, and Brian Loy, Cfa, 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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