Profile

Emily, a Business graduate of Loyola University New Orleans, joined Merrill in 2009. Prior to Merrill she had a real estate career in New Orleans and worked in marketing at the Arkansas Arts Center.  Emily holds the CERTIFIED FINANCIAL PLANNER™ certification and enjoys working with clients of all ages and generations as well as members of the LGBTQIA+ community.  She focuses on equity investment recommendations, connecting clients with the appropriate fixed income portfolios and managers, retirement saving and income strategies, options strategies, and conducting financial analyses for clients.  Emily has been named to several Forbes recognition lists including the 2023 “Best-in-State Wealth Management Teams” list as a member of the Gibbs, Marques, Bemberg & Holbert Group team (Published on January 12, 2023. Rankings based on data as of March 31, 2022), the 2019 “Best-in-State Next-Generation Wealth Advisors” list (Published on September 4, 2019. Rankings based on data as of March 31, 2019) and the 2018 Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list (Published on October 2, 2018. Rankings based on data as of Mar 31, 2018).  Emily lives in Little Rock with her husband, Robert, their son, Emmett, and their daughter, Evan.

*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor. 

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published on October 2, 2018. Rankings based on data as
of Mar 31, 2018.

The Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list considers wealth advisors who are mothers with children
living at home and under the age of 18. The ranking algorithm is based on qualitative measures derived from interviews and
surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations,
etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Rankings are based on the
opinions of Working Mother and not representative nor indicative of any one client’s experience, future performance or investment
outcome and should not be construed as an endorsement of the advisor.


*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of
March 31, 2019.

Forbes “Best-in-State Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking
were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams;
joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures:
telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based
on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or
investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes
is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment
success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings
should not be construed as an endorsement of the advisor.

*Source: The Forbes “Best-in-State Wealth Management Teams" list, published on January 12, 2023. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC.  Forbes “Best-in-State Wealth Management Teams" ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.