Wealth Advisor
As a wealth advisor, Emily Rosenberg partners with clients to develop tailored financial strategies that support long-term goals and informed decision making. She draws on a strong foundation in consulting and investment management to guide clients through complex planning and investment needs.
Including Booz Allen Hamilton and, most recently, at Ernst & Young in Charlotte, where she was part of the wealth and asset management team. Her experience spans industry best practices, strategic planning, and client advisory services.
Originally from Virginia, Emily earned her B.A. from the University of Virginia and lived in the D.C. area before moving to North Carolina. She holds an MBA from UNC Kenan-Flagler Business School, with a concentration in capital markets and investments.
Emily stays involved in the community as a member of the Wake County Estate Planning Council and the UNC 100 Women organization.
Emily lives in Raleigh and enjoys spending time with her family, friends, and two dogs while staying active and traveling.