Emily Verde, Financial Advisor

Focus Areas

  • Wealth protection strategies
  • Retirement savings strategies
  • Estate and legacy strategies
  • Education savings strategies
  • Special needs financial considerations

About Emily

I entered the world of investing when I bought my first mutual fund at age 22. It was just before the 2008 recession, so I watched my investment tumble and recover along with the market cycles. It was scary at times, but in the end the lesson I learned is simple: In the world of investing there is a relationship between risk and reward, so it is imperative to have a financial strategy in place that considers both in order to reach your goals.

That was true when I was 22, and it's especially true for anyone looking to retire in...

Work History

  • Edward JonesJune 2023 to Current

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Office Information

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