Emily Piper
Senior Client Associate
Emily Piper began her career in financial services in 2004. Her responsibilities include client relationship management and servicing accounts. She has held positions with Smith Barney and Morgan Stanley. Emily joined Wells Fargo Advisors in 2014 and moved over with The Sackler Group to TSG Wealth Management in 2022.
Emily optimizes the client experience by focusing on each client’s individual needs. With more than 20 years of financial services experience, Emily strives to ensure that our clients’ administrative and operational needs are handled accurately and quickly. She handles the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers and answering client questions.
Emily went to school at California State University Northridge where she studied Liberal Studies.
When she’s not working, Emily enjoys time with her daughter Sofie in their new neighborhood of Westlake Village. She loves to travel, spend time with her family & friends and hike the mountains surrounding her home.
You may not know this about Emily Piper…