Emma Lalley,
CFP® Registered Client Service AssociateEmma Lalley joined Raymond James & Associates in 2023, after spending several years working in a similar role for an affiliate firm at Raymond James. Her primary focus is to enhance the overall client experience. She assists with day-to-day account servicing, report preparation, and handles scheduling for our practice.
Emma entered the financial services industry after graduating from Wesleyan University. She is a Certified Financial Planner® professional and holds Series 7 and 66 securities licenses and life, health, and variable annuity insurance licenses.
Emma is a D.C. native and currently lives in the city with her husband. In her free time, she enjoys spending time with family, exercising, and reading.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
