As an Edward Jones financial advisor, I work to help individuals, families and small business owners committed to their financial goals overcome complexity or uncertainty and to live their best financial lives on their terms by using long term diversified strategies.
I am an 18 plus-year veteran of the financial services industry with eight of those years spent at Edward Jones. Prior to Edward Jones, I obtained my bachelor's degree in public affairs from Baruch College in New York and my master's degree in business administration from the University at Albany, New York. I also have earned the CERTIFIED FINANCIAL PLANNER™ certification. My education and designations help enable me to provide comprehensive service for investors, families and business owners with their financial needs.
My husband, Jason, and I have three children: two daughters and one son. We live in Port Jervis, NY, and enjoy our community. I am grateful for the blessings in my life and am a proponent of giving back. I serve on the board of directors for both the Tri-State Chamber of Commerce and The Bon Secours Community Hospital Foundation. Serving on these boards has taught me a lot about having a positive outlook on life and being mindful and empathetic. I am also an active member of the Port Jervis Rotary Club and the Business and Professional Women's Club of Port Jervis.
For fun, when I'm not playing chauffer for my children or attending their sporting events, I also enjoy playing golf, volleyball and basketball. Standing at a robust 5 feet 1 inch tall, most would be surprised in my choice of sports. However, what I lack in height, I make up for in heart.
I put heart and passion into everything I do, including the work I do for my clients.
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- History and Museums
Office Address139 Pike St
Port Jervis, NY 12771 opens in a new window
Phone NumberUlana M Emerson at (845) 858-6225
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