As an Edward Jones financial advisor, I want to understand what is most important to you. This is my priority, so I can use our established process to build a personalized strategy for you and your family. While working closely with you, your CPA, attorney and other professionals, we will partner together for a lifetime to help keep you on track toward your goals.
I joined Edward Jones, in 2014, as a financial advisor. My office is located in Port Jervis, NY where I proudly serve the local residents and business owners of Orange County and beyond. I am licensed in several states with my primary focus on New York, New Jersey and Pennsylvania. I received 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.
My husband, Jason, and I have three children: two daughters and one son. We live in Port Jervis and enjoy our community. I have a vested interest in seeing my community thrive and believe giving back is the best way to accomplish that. I serve on the Board of both the Tri-State Chamber of Commerce and the Port Jervis Rotary Club. I am also an active member of the Business and Professional Women's Club of Port Jervis and the local Parent Teacher Association.
Relationships in the community, in business and in family are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- 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
Phone NumberUlana M Emerson at (845) 858-6225
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