Senior Client Service Associate
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.