As a partner with High Wealth Solutions of Raymond James, Emerson helps a select group of individuals, families, business owners, and institutions to build, manage, and preserve wealth, as well as be there for his clients throughout life’s transitions – planned and unplanned.
Emerson’s practice revolves around his team’s Planning Process, which encompasses the Seven Pillars of Private Wealth Management: Investment Management, Risk Mitigation, Tax Strategies, Estate Planning, Cash Management, Philanthropy, and Value-Added Services.
Emerson and his team have developed a goals-based planning process that begins by listening to their clients to understand their current situation, past experiences, and objectives for the future. Emerson utilizes advanced planning technology to analyze, model, and develop custom solutions to help his clients achieve their goals. Emerson presents his findings and recommendations, and he implements his clients’ plans in an objective, tax-efficient, and cost-effective manner. Emerson continually reviews and evaluates performance and suggests adjustments when there are material changes in the markets, tax laws, or the lives of his clients, their families, and their businesses.
To every client relationship, Emerson brings his education, advanced training, and a commitment to ongoing professional development. Emerson received his B.A. from Sewanee: The University of the South, studying in history and economics; and he earned his M.B.A., with a concentration in corporate finance, from Wake Forest University.
Emerson attained the designation of CERTIFIED FINANCIAL PLANNER™ professional in conjunction with his studies at Northwestern University, undergoing rigorous examination in the fields of financial planning; investment management; retirement planning; insurance and asset protection strategies; estate, tax, and charitable planning; and business financing and succession planning. As a CFP® professional, he is held to the highest ethical standards in the industry, exercising his judgment with skill, care, and integrity.
Emerson has the honor of serving as Vice President of the Board of Directors for The Estate Planning Council of Chattanooga.
Emerson and his wife, Lizzie, were recently blessed with their first child, Livie. Both Lizzie and Livie serve as constant reminders of the importance of family, and the impact that his work at High Wealth Solutions of Raymond James has on the families that he and his colleagues serve, now and for generations to come.
Emerson holds his Series 7, Series 65, and Series 63 licenses, in addition to licenses for life insurance, long-term care, and annuities.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
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.
Raymond James is not affiliated with other organizations mentioned.