Senior Financial Planning Associate
Emily Wheeler is a Senior Financial Planning Associate at Attleboro Wealth Management. She helps handle all stages of the insurance and investment process as well as working closely with the team on financial planning.
Emily started her career as an advisor with Merrill Lynch providing financial advice and guidance for both individual and small business financial needs before joining Attleboro Wealth Management in 2018. Emily has earned a degree in Finance from Temple University. She currently holds her Series 7 and 66 licenses as well as her Resident Insurance Producer license.
In her free time, Emily is an avid reader and enjoys traveling to Florida to spend time with family. Emily is our resident wine connoisseur.