Emma Carey

Emma Carey is a Wealth Strategy Associate at UBS Financial Services Inc. in the Private Wealth Management division. She is based in San Francisco, California, working at the 555 California Street office.2

Emma joined UBS in 2017 and has made it her mission to help clients feel comfortable discussing their finances.3 Her approach focuses on making financial conversations accessible and less intimidating for clients.

Prior to her current role at UBS, Emma gained experience at other notable financial institutions, including Pactolus Private Wealth Management and Deutsche Bank. This diverse background has helped her develop a strong skill set in the wealth management industry.

Emma's educational background includes graduating magna cum laude from the University of South Carolina's Moore School of Business and Honors College.1 She holds the CERTIFIED FINANCIAL PLANNER™ certification and the Chartered Retirement Planning Counselor (CRPC®) designation, which demonstrates her commitment to professional development and expertise in financial planning.1

In her role at UBS, Emma's primary responsibilities include:

1. Assisting private wealth advisors with client investment proposals
2. Developing wealth preservation strategies
3. Creating cash flow and retirement analyses
4. Helping to oversee operations and business growth1

Emma is based in the New York City Metropolitan Area and has built a network of approximately 370 connections on LinkedIn.4 Her dedication to her clients and her professional growth in the wealth management industry is evident through her certifications and experience at prestigious financial institutions.