My Story
About Emily Claire
My journey to becoming an investment advisor began almost a decade ago, driven by a deep-seated passion for helping people navigate life's challenges and achieve their most cherished dreams and desires. I am dedicated to listening to my clients, understanding their unique stories, and partnering with them to build a meaningful, well-lived life.
At the core of my work is the goal of fostering financial wellness for my clients and the people they care about most. I serve as a coach, an advocate, and a connector. While I certainly help clients with investments, life insurance, and comprehensive financial planning, my role extends far beyond these technical aspects. I collaborate with their CPAs to develop tax-efficient strategies and work alongside their estate planners to ensure effective wealth transfer. Education is also a cornerstone of my approach, as I believe informed clients are empowered clients.
How I Got Here
My path to this fulfilling career has been shaped by a rich and varied background. Over twenty-five years ago, I graduated summa cum laude with a Bachelor of Arts degree in English and a minor in French from Mount Holyoke College. My early career spanned both education and business, providing me with a unique blend of skills and perspectives. I later earned a Master's in Business Administration from Southern Illinois University in 2015, further solidifying my commitment to financial excellence.
However, the most profound lessons I've learned have come from my personal experiences. In my early 30s, my father was diagnosed with ALS, a devastating terminal illness that often leads to total paralysis within a few years. The emotional and financial toll of this illness on my father and his loved ones taught me a powerful lesson about the importance of financial preparedness. The work done in advance—retirement savings, a long-term care plan, and life insurance—makes a significant difference.
Professional Milestones
This realization led me to join Edward Jones in 2015, where I began my career as a financial advisor in Boston. Over the years, I have helped clients navigate numerous periods of market volatility, as well as both joyful and challenging moments in their personal lives. I continue to build a robust network of professionals to ensure my clients receive the best possible care.
In 2025, I took the next step in my career by launching Claire Wealth Management. Owning my own firm allows me to leverage the tools and resources that I believe are most valuable, providing clients with nimble and effective investment management. My affiliation with LPL Financial and Bay Financial Associates within LPL gives my clients the confidence that I am supported by a network of smart, dedicated professionals.
A Professional Partner in Your Journey
My purpose as a wealth advisor is to help my clients achieve financial well-being throughout their lives. While my clients know that I am committed to their financial success, they also understand that I genuinely care about them as individuals. My goal is to be a trusted partner in their journey, ensuring that their financial decisions align with their values and aspirations.