Summary

• Emily is a Partner and Senior Financial Planner for Archer Investment Management.
• In her role, Emily is dedicated to helping clients navigate the complexities of their financial lives with clarity and purpose.
• Emily has more than 17 years of experience in investment firms across New York and North Carolina.
• Beyond her professional accolades, Emily finds fulfillment in contributing to her community and empowering others in the realm of financial planning.

Experience

Emily Rassam is a Partner and Senior Financial Planner at Archer Investment Management, dedicated to helping clients navigate their financial lives with clarity and purpose. She ensures retirement accounts are fully funded and taxes optimized while encouraging clients to align their finances with their deepest aspirations. Emily's expertise spans tax planning, estate planning, retirement planning, insurance planning, behavioral finance, and budgeting.

With over 17 years in investment firms across New York and North Carolina, she brings vast knowledge to her clients. Outside work, Emily contributes to her community through organizations like Tri It for Life, YMCA Emerging Leaders, and WIPN, and enjoys travel, cooking, and outdoor adventures with her family.

Education

Emily received a B.S. in Bu🌌siness Administration and Management from SUNY Geneseo.