Co-Owner and Vice President @ (February 2021 - Present)
Founder and President @ (February 2023 - September 2026)
Financial Advisor @ (October 2021 - January 2023)
Financial Advisor @ (July 2012 - October 2021)
Student Manager @ (September 2009 - May 2012)
Intern @ (June 2011 - August 2011)
Emily Barbe Education
Indiana University Bloomington
Bachelor's Degree
2008-2012
Emily Barbe Skills
Asset Management
College Savings Plans
Customer Service
Customized Wealth Strategies
Entrepreneurship
Investment Strategies
Networking
Retirement Planning
Risk Management
Strategic Financial Planning
Values Based and ESG Investing
Emily Barbe Summary
Emily Barbe, based in Miami, FL, US, is currently a CERTIFIED FINANCIAL PLANNER® at Domain Money. Emily Barbe brings experience from previous roles at The Gardens of Weber Manor, FAAV | Finance As A Verb, UBS and Merrill Lynch Wealth Management. Emily Barbe holds a 2008 - 2012 Bachelor's Degree @ Indiana University Bloomington. With a robust skill set that includes Asset Management, College Savings Plans, Customer Service, Customized Wealth Strategies, Entrepreneurship and more. Emily Barbe has 1 emails and 1 mobile phone numbers on RocketReach.
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