Emily Walton
Financial Planning Consultant@ MassMutual
Boston, Massachusetts, United States
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Emily Walton is a Financial Planning Consultant at MassMutual, where she collaborates closely with financial advisors to provide comprehensive financial plans and recommendations. She helps clients achieve their financial goals and focuses on introducing new technologies to the field. Emily holds a B.S. from Bentley University and a minor in Finance from Harvard University. She has a strong interest in economics and has worked at Morgan Stanley for several years, gaining valuable experience in strategic management and financial budgeting. Emily is also an active alumnus and volunteer at her high school, Notre Dame Academy.
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Emails and Phone Numbers

@morganstanley.com
@massmutual.com
+1 413744****
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About

As a Financial Planning Consultant at MassMutual, I work closely with our financial advisors to produce comprehensive financial plans and written recommendations for their clients. I help find solutions for the clients of MassMutual and help them feel comfortable reaching their financial goals. In addition to financial planning, I work with our team to introduce new technologies to the field and train them in our processes. Prior to MassMutual, I began my career at Morgan Stanley working with the Griffith Wheelwright Group. At Morgan Stanley, I was able to establish my base financial planning knowledge and interact with clients to help them to be confident in their financial future. I also had a large role in introducing new technologies to the advisors and establish best practices for utilizing them in our day to day. I received my B.S. From Bentley University in Managerial Economics, a concentration in International Business, and a minor in Finance. I have discovered a deep interest in economics through studying at Harvard University in high school and through my continuation of studying economics at Bentley. I joined Alpha Phi at Bentley and was previously Vice President of Membership Recruitment for their executive council. Through that role, I was able to practice strategic management of multiple teams working to secure common goals, focus on financial budgeting, and organizing and analyzing large scale data on short term deadlines. I remain an active alumnus. Outside of MassMutual, I am a member of the French Cultural Center in Boston. I also remain an active alumnus and volunteer at my high school, Notre Dame Academy. I love to travel, especially to France where I have spent summers for the past 14 years. I also enjoy cooking (thanks to my Italian father) and teach classes at bTone Fitness.

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Work Experience

1295 State Street, Springfield, Massachusetts, 01111, US

Financial Services

12276
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Emily Walton's Professional Milestones

  • Financial Planning Consultant: Creating comprehensive financial plans that drive client success and maximize profitability.
  • Finance Intern (2015-10-01~2016-05-01): Developed and implemented efficient financial strategies, resulting in increased profitability and improved company performance.
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Education

Bentley University
Bentley University

Economics,

Bachelors,

Bachelor Of Science,

Business/managerial Economics

2012-2016