As a valuable member of our Wealth Management Team, Emily is responsible for trust administration and estate planning.

She has a bachelor’s degree in finance from the University of Washington, a master’s in conflict analysis and resolution from Nova Southeastern University, a doctorate in law from Florida A&M University, and an LL.M. in taxation from Boston University School of Law. She has broad legal experience, especially in the areas of estate planning, asset protection, special needs planning, business succession, and trust matters. Emily is licensed to practice law in both Florida and the District of Columbia.