Jay-E Emmingham

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today’s changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Furthermore, my commitment to earn your trust starts from a discovery conversation about your values, your life passion, your financial goals and your full financial picture. We will then discuss how well your current finances align with your vision for the future. We will design and implement a wealth plan to offer pathways for you and your family to help meet your financial goals. This process helps identify your investment risk and objectives, so we understand how to focus on possible solutions that are in step turning your dreams into reality.
In collaboration with you and your tax and legal team, we can peel back the different layers of financial impacts to fund your life goals. If necessary, I will work with internal specialists in investment, lending, and estate planning strategies to help ensure every aspect of your financial life is supported.
My mission is to bring you financial clarity through education and high-quality, personalized wealth management. Ultimately, you have me in your corner, helping you make confident progress toward your goals with my dedicated support.