Emily Maxwell
Partner, CERTIFIED FINANCIAL PLANNER™
Emily is proud to be a part of the family business and to serve her clients with the utmost respect and quality service. She is a graduate from Louisiana State University with a Bachelor of Science degree in management. Additionally, she holds the following industry licenses: CERTIFIED FINANCIAL PLANNER™ professional, General Securities Representative (Series 7), Uniform Securities Agent State Law (Series 63), Investment Advisors Law Exam (Series 65), and life insurance licenses in Louisiana and Mississippi .
Emily was born in Baton Rouge, Louisiana, but moved to Natchez as a young girl where she has made her home for the last 30 years. She is married to Chris and has two daughters, Parker Claire and Anne Bailey. When not serving clients in the office, she is busy serving the community as a Board Member of Natchez Rotary Club, a member of Natchez Chamber of Commerce, Pilgrimage Garden Club, Krewe of Phoenix, Natchez DAR Chapter, and a lifetime member of the Natchez Junior Auxiliary. In her leisure time she enjoys spending time with family and friends, traveling, reading and fitness.