Emily Mullane

Wealth Management Consultant

Emily Mullane

 

Emily joined Axial as a wealth management consultant in May 2024, bringing 15 years of experience in financial services. By understanding her clients’ unique circumstances and goals, she is able to customize financial plans and investment strategies. She is a CERTIFIED FINANCIAL PLANNER™ and Certified Plan Fiduciary Advisor ®.

Prior to joining Axial, Emily worked as a Financial Advisor for Merrill Lynch, and as an insurance agent for MassMutual and New York Life, bringing a wealth of knowledge about insurance products and planning strategies. In her previous career, she was an accountant and tax preparer for businesses and individuals. This experience helps her understand unique tax circumstances and how they affect a financial plan.

Emily earned her bachelor’s degree in economics from the University of Massachusetts, Amherst, and her master’s degree in accounting from New England College. She completed her Certificate in Financial Planning through the Boston Institute of Finance at Bryant University.

Emily lives in Falmouth with her son Henry and daughter Anna. In her free time, you can find her cheering on her kids at their sporting events, working on her garden, and checking out new restaurants on the Cape.

 

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