The Bulfinch Group is pleased to announce that Emily Simpson has become affiliated with the firm. Founded in 1994 and headquartered in Needham, Mass., with offices throughout New England, The Bulfinch Group is a wealth management firm headquartered at 160 Gould Street in Needham, Mass. “We are pleased to have Emily join our organization,” explains Bulfinch Group President Seth Medalie, CLU® ChFC®. “Emily brings a wealth of knowledge regarding the complexities of business development and wealth protection to her new post. She will be a tremendous addition to The Bulfinch Group and a remarkable asset to her clients.”
An educator at heart, Emily’s goal is to help people so they can reach a more secure place – feeling better about their finances, their families and their working lives. A business owner herself, Emily understands the importance of financial confidence and strives to help others achieve financial fitness.
Born and raised in Texas, Emily earned a Bachelor of Science (B.S.) degree in Mathematics from Abilene Christian University. She is currently enrolled in Cambridge College’s part-time MBA program.
When she is not working, you will find Emily running her Jazzercise franchise in Newton. She is also an avid reader of science fiction, a proponent of women in STEM, loves puzzles, serves as a leader in her local church and volunteers her time mentoring Queer youth. Emily resides in Malden, Mass., with her husband and two young boys.
The Bulfinch Group has helped redefine Wealth Management to create a complete client experience that begins by putting each client’s life at the center of the conversation, not their money. With a client-centric focus, The Bulfinch Group works to protect wealth from risks, such as market volatility, erratic interest rates and the potential for insufficient assets – all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to help maximize cash flow, optimize tax planning strategies, provide protection and build and grow wealth to reach each client’s unique goals.