Emma supports the professional advisors on the Dumas Team by preparing for client meetings, managing onboarding, and providing ongoing client service. A graduate of Furman University, Emma is fully licensed (Series 7 and 66) and brings extensive experience helping individuals navigate their employer-sponsored retirement plans. She continues to expand her knowledge of holistic financial strategies with the goal of becoming an advisor on the team. Emma offers a “next-gen” perspective that adds depth and diversity to the team’s approach. She is also fluent in Spanish.
Outside of work, Emma enjoys playing the guitar and spending time outdoors, taking full advantage of the natural beauty of the Carolinas.