Senior Client Advisor

Emily Mears

As a Senior Client Advisor, Emily works with Crestone clients on a variety of wealth management needs, including asset allocation and analysis, portfolio planning and implementation and overall financial analysis.

As part of Crestone’s Advisory Services team, Emily also conducts market research and works with Crestone clients to ensure their wealth management needs are met.

Prior to joining Crestone in 2011, Emily was a Senior Manager at Clayton Consulting Services in Denver, Colorado, providing distressed asset advisory services to several prominent Wall Street investors, private equity firms, international financial firms, and central banks.  Before this, Emily was a Consultant at Navigant Consulting Inc. in Chicago, Illinois where she coordinated with clients' legal counsel on SEC investigations and Fortune 100 merger and acquisition transactions.

Emily received her Bachelor of Science in finance from Miami University. She is a FINRA Registered Representative holding Series 7 and 66 licenses. Emily currently serves as an Investment Committee Member at the Boulder Community Foundation.

What personal accomplishment are you most proud of?
Being a good mom, wife and friend - it's a constant juggle that I hope to continue to improve upon.
What do you love to do outside of work?
Spend time with my family and friends outdoors - hiking, biking, skiing, etc.!
What do you love most about being part of Crestone?
Our clients and our team - I get to work with people I truly enjoy spending time with.