Profile

Emily Bemberg, CRPC®, Vice President, Wealth Management Advisor is a CERTIFIED FINANCIAL PLANNER^TM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and assists clients of all ages and generations.  Emily was named to Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2019 (Published on September 4, 2019. Rankings based on data as of March 31, 2019).  She has also been named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" list in 2018 (Published on July 25, 2018. Rankings based on data as of March 31, 2018) and Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list in 2018 (Published on October 2, 2018. Rankings based on data as of Mar 31, 2018).”

She focuses on guiding clients through the wealth management process in order to define and prioritize goals, determine appropriate asset allocations, and implement strategies that are designed to help achieve those goals.  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, a Business graduate of Loyola University New Orleans, joined Merrill in 2009. Previously, she had a real estate career in New Orleans and served as a marketing associate at the Arkansas Arts Center. By joining Merrill, Emily seized the opportunity to work with her father, Gene May, who worked with Merrill for 40 years before retiring in 2017. Outside of work, Emily enjoys traveling and spending time with her husband Robert, their 6 year old son, Emmett and, 4 year old 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 “Top Next-Generation Wealth Advisors” list, published on July 25, 2018. Rankings based on data as of March 31, 2018.

Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born
in 1980 or later with a minimum of four years of 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.

*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.

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.