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Our financial advice team


Brian Emery, Private Wealth Advisor serving the Garden City, NY area - Ameriprise Advisors

Brian Emery

CFP®, ChFC®, CLU®

Private Wealth Advisor

Managing Director
EMERY & ASSOCIATES
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 54 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner, College for Financial Planning
  • ChFC® Chartered Financial Consultant®, American College of Financial Services
  • CLU® Chartered Life Underwriter®, The American College of Financial Services

Education

  • Bachelor of Science, Finance & Economics, University of Delaware, Newark, Delaware

Awards & recognition

  • EMERY & ASSOCIATES, Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2014-2021
  • AdvisorHub 50 Solo Practices to Watch, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Point Lookout Park Project, CEO

Point Lookout Civic Association, Board of Directors

Point Lookout Chamber of Commerce, Member

Interests

I enjoy spending summer days at the beach with my wife, Melissa, and children, Jack, Maeve and James. I enjoy running, biking, hiking, skiing, golfing and playing tennis. I'm an avid reader, enjoy travel, and love to cook.