AAFCPAs Wealth Management continues to grow and invest in team capabilities, and we are pleased to announce the addition of Emily Levine as Investment Operations Specialist. Emily has 15+ years’ experience in financial services and joins our growing team of wealth advisors.
“In response to our on-going commitment to offer each client a personalized, holistic planning approach, we continue to invest in growing our team and advancing our technical capabilities to ensure we are equipped, prepared, and evolving for the future,” said Carmen Grinkis, Partner & Wealth Advisor. “Emily’s extensive background in financial services combined with her aptitude to leverage planning-led wealth management platforms will allow us to continue to optimize collaboration, transparency, responsiveness, and to provide a comprehensive view of our clients’ financial pictures.”
“As wealth advisors, we listen closely to our clients, and remain innovative, flexible, and creative,” added Andrew Hammond, Partner & Wealth Advisor. “Emily is a great addition to our team, and will further enhance our boutique client experience.” Click here to read Emily Levine’s full profile. >>
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AAFCPAs Wealth Management continues to grow and invest in team capabilities, and we are pleased to announce the addition of Emily Levine as Investment Operations Specialist. Emily has 15+ years’ experience in financial services and joins our growing team of wealth advisors.