As the Business Operations Manager, Emily works diligently with our President/CEO to develop systems to support the firm’s growth—always with a keen eye on maintaining the caring and thoughtful culture that clients have come to expect. Emily oversees the day-to-day operations of the office. She also analyzes process efficiencies within the firm to help our clients experience the highest level of service.
Prior to joining Addessi Financial Partners in 2015, Emily worked for Raymond James Financial Inc. in Jacksonville, Florida, on both the investment advisor and corporate sides of the business. She graduated cum laude from the University of North Florida in 2013 with a BBA in financial services. Ranking in the top 10 percent of her class, she was inducted into the Beta Gamma Sigma International Business Honor Society. Emily was also an active senator for the University’s Student Government all four years and took on leadership positions within the Kappa Delta Sorority, including serving as treasurer.
In her spare time, Emily enjoys the Florida sunshine, bike riding, sitting poolside, cheering on the Tampa Bay professional teams, traveling, and cooking. Above all, she cherishes spending time with family, friends, and her puppy, Hazel.