Emily Hepburn, CFP®

My job provides me with a precious opportunity: to educate and empower people about their financial affairs so they can live their best lives. I am a Wealth Management Advisor with Merrill. I work with individuals, couples, and families, helping them deploy, grow, and transfer their wealth more effectively. Some people come to me when they're facing important decisions in their professional or personal lives. Others enlist my help to manage their finances so they can regain precious free time. And still others look to me to streamline and organize multiple aspects of their wealth, forging a more cohesive whole. I'm honored to serve as integral part of clients' lives, helping them move more purposefully and steadily toward their goals and aspirations. I recognize that clients have entrusted a critical part of their lives to me; I never lose sight of the preciousness of that trust. I've literally grown up in this business; my mother, Barbara Sterrett, has been a Merrill Advisor since 1984. Witnessing my mother's work first-hand, I realized that wealth is about much more than money. It's about relationships and stewardship, caring and consistency. Now, as her fellow Advisor, I am proud to continue the path my mother has forged for our team-one of deep commitment to each client's long-term well-being. We advise people from diverse backgrounds, including executives, business owners and professionals. We're particularly sensitive to the needs of people in the midst of life's transitions-marriage, divorce, death of a loved one, retirement, promotion, or the sale of a business. To each situation, we bring empathy and resourcefulness, helping clients take thoughtful action toward the future they envision. WHAT MATTERS TO ME: - Making a measurable difference in people's lives. - Helping people make more informed decisions about their finances. - Living my commitment to my family and my community.