As a Wealth Manager, Emily most enjoys working with clients to help them establish and meet their goals by providing ongoing advice and investment management. She finds her client relationships to be incredibly rewarding. She leads the Grimes & Company Financial Planning Council and also sits on the Investment Council and the Executive Management Team. Emily graduated from Villanova University with a BS in Business Management and a minor in English. Prior to joining Grimes & Company in 2002, Emily worked as a consultant at Accenture and a Financial Advisor at UBS in Boston. Emily earned her CFP® designation in 2004 and is also a Chartered Retirement Plans Specialist (CRPS®). She is an active