Emily Slattery is a Family Wealth Director on the Keel Point Horizon Team. Emily endeavors to be the client’s primary and most trusted advisor on matters related to their financial life. “Financial life, ” she says “includes such things as reviewing investment portfolios, updating net worth statements, securing property & casualty insurance, creating tax projections, overseeing estate planning revisions and the like. But more importantly, it means getting to really know the families, helping them to define their legacy, to communicate their philanthropic vision to their children and grandchildren, and to utilize their human (not just financial) capital to make the world a better place.”
Emily combines technical expertise, gained from over sixteen years in the financial services industry, with a special focus on the relational aspect of the client engagement.
Prior to joining Keel Point in 2005, Emily worked at Ernst & Young, LLP, where she was part of the Private Client Services group, managing tax, investment, estate and insurance planning for affluent families. Previous to that, Emily was a financial advisor with Morgan Stanley, where she directed client portfolios.
Emily earned her B.A. in Economics and Government from The University of Notre Dame. She currently holds the FINRA Series 66 license. Outside of her work at Keel Point, Emily is a member of the board of the Nashville Children’s Theatre. She currently lives in Nashville with her husband and three young children.