Emily Ann M. Malfeo
Operations Manager
Emily Malfeo has been working in the financial services industry since 2013. She is committed to customer success and is passionate about helping people.
Her experience in the office motivated her to become Series 7* licensed in 2018. Being fully licensed allows Emily to practice the functions of a financial advisor including trading. This allows her to assist clients with a wider range of needs. She is the “go-to” for any service-related issues and strives to find the most efficient resolution.
Emily lives in Lockport with her husband, Alex, and their two dogs. In her free time, she enjoys traveling, live music, Orange Theory Fitness and spending quality time with family and friends.
*currently held with LPL Financial