Emily M. Harper, CFP® Financial Planning Associate
After graduating from the University of Virginia, Emily dove head first into the financial industry, unsure of what she ultimately wanted to do. During a seven-year run in various advisory and leadership roles at T. Rowe Price, Emily obtained her FINRA series 7 and 66 licenses, a certificate in Financial Planning from UVA’s School of Continuing Education and Professional Studies, and her CERTIFIED FINANCIAL PLANNERTM designation. (WOW! Who would’ve known her degree was in Art History?) Realizing that investment sales wasn’t her passion, she joined the Monument Team as a Financial Planner to focus on being a true practitioner of her craft.
Her eagerness to absorb information and excel show every day through her interactions with our clients and Team, along with her involvement in the Financial Planning Association. She works with clients through Monument’s Private Wealth Planning process and receives satisfaction knowing that she plays a role in helping families achieve their life goals.
Emily also puts her all into almost daily classes at the Barre studio in our building, her extensive home garden for gourmet home cooking with her husband and being the best “dog mom” ever to her sweet but mischievous brown lab, Rory.
Contact Emily to:
Ask questions about your Private Wealth Plan
Get assistance with your eMoney Financial Planning Website
Take an online investment risk assessment
Update us with any life changes so she can adjust your Private Wealth Plan
CERTIFIED FINANCIAL PLANNER(TM)
Awarded designation of CERTIFIED FINANCIAL PLANNER™ by the Certified Financial Planner Board of Standards, Inc (CFP®)
Licensed Financial Professional
Holds Series 7 and 66 Licenses
Claritas Investment Certificate Holder
Completed educational program and exam through CFA Institute
Financial Planning Association Board Member