As an Edward Jones financial advisor, I help professionals, pre-retirees and business owners to build, protect and transition their wealth by offering personalized financial and investment strategies. I also help with being prepared for life's unexpected events.
My business is about partnership. I partner with you, your CPA, your estate planning attorney and other professionals to help you achieve what matters most to you. My branch office administrator, Laura, gets to know you personally, and we work as a team to meet your needs.
In 2015, I began my Edward Jones career as a financial advisor in Boston. Prior to joining Edward Jones, I worked in business and education. I served as an office manager at Southern Illinois University, a business analyst at State Street Corporation and a consultant at Accenture.
I attended Mount Holyoke College and graduated summa cum laude with a Bachelor of Arts degree in English and a minor in French. I later completed my master's in business administration at Southern Illinois University-Carbondale. Having lived in France twice, I am bilingual in French.
An active member of the community, I serve as vice president of Membership for Beacon Hill Network. I am also a member of the Wellesley Women's Business Group, the Beacon Hill Civic Association and the Boston Museum of Fine Arts.
Whether you have a specific financial question or a general interest in learning more about my services, I encourage you to contact me to set up a time for us to talk.
You can also connect with me on LinkedIn: www.linkedin.com/in/emilyclaire
And I invite you to follow me on Facebook: www.facebook.com/EJAdvisorEmilyClaire
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Art & Theater
Office Address77 N Washington
Boston, MA 02114
Phone NumberEmily Claire at (617) 227-1306
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