“A positive attitude and professional demeanor are not only keys to success, but also a reflection of genuine respect for yourself and others.”
Emma is a Wealth Advisor Associate at Mission Wealth supporting her team in Minneapolis, Minnesota and surrounding areas. She works closely with her team of expert advisors to analyze clients' current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting.
Emma is committed to supporting her team in delivering personalized solutions to meet each client’s unique financial needs. With a focus on building relationships based on trust and reliability, she is driven to help clients achieve and exceed their financial goals, even those they once thought were out of reach. By collaborating with her team, Emma takes pride in being a valuable resource and making a meaningful impact on our clients’ financial well-being.Â
Learn About Emma Walley
Professional Background
Emma has over four years of experience in client services and supporting advisors and their clients. Emma received her Bachelor of Science degree in finance from Minnesota State University, Mankato. Driven by a passion for assisting individuals and families in reaching their financial goals, Emma is actively working towards earning her Series 65 designation.Â
Personal Pursuits
Emma lives in Norwood Young America with her husband, Carter, and their Australian Shepherd, Finnley. In her spare time, she enjoys gardening, trying out new baking recipes, and spending quality time with family and friends.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
Community Impact
Emma is committed to positively impacting her community through everyday actions. Whether by supporting local businesses, or fostering kindness and connection with those around her, Emma strives to contribute in meaningful ways. She believes in the power of small actions to make a big difference and is always looking for new ways to give back and support others.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.