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410.363.7211
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Emma Carrion

Senior Client Service Associate

Contact Emma Carrion
410.363.7211
10065 Red Run Boulevard, Suite 200
Owings Mills, Maryland 21117

Emma Carrion is a Senior Client Service Associate at Prosperity – An EisnerAmper Company. With over eight years of experience in wealth management, Emma is a skilled client service professional. She maintains strong relationships with clients as she guides them through required client paperwork, transfer of assets, and account maintenance.

As a member of Prosperity’s 401(k) team, Emma works with plan participants to guide them through the setup and ongoing support for their plan. Along with the 401(k) team, Emma works with plan sponsors to support them through the construction and maintenance of their plan.

The core of Emma’s practice lies in her passion for:

  • Ensuring a positive client experience by providing proactive client communication and support
  • Walking clients through all required paperwork
  • Supporting advisors with client reporting, financial planning, and document review
  • Assisting 401(k) plan sponsors and participants through the setup and maintenance of their plan

In her spare time, Emma enjoys spending time with her husband, Jeff, and their Brittany Spaniel, Lucy. They enjoy boating, fishing, crabbing, and hiking in the summer. In the winter, Emma likes traveling to Vermont and Colorado for some adventurous skiing – she is not afraid of the black diamond slopes!

The value that Emma Carrion, and Prosperity – An EisnerAmper Company, provides goes far beyond the investment component. By adhering to a comprehensive approach to wealth management, we address key areas critical to a client’s financial success: Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning, and Business Planning. This proactive approach enables Emma, and Prosperity – An EisnerAmper Company, to build strong relationships with every client while delivering results.

Building Relationships | Delivering Success®

 

The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
10055 Red Run Boulevard, Suite 130
Owings Mills
Maryland
21117
United States