Emerson Judson

Financial Planning Associate at Legacy Financial Group

Role: Financial Planning Analyst at Legacy Financial Group Northwestern Mutual
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Emerson Judson

Finance major within the Cox School of Business and Spanish major within the Dedman…

Experience

Financial Planning Analyst
Legacy Financial Group Northwestern Mutual
Oct 2024 — Present

Education

Southern Methodist University
Bachelor of Arts - BA
2020 — 2024
Southern Methodist University - Cox School of Business
Bachelor of Business Administration - BBA
2020 — 2024
Phillips Academy
High School Diploma
2016 — 2020

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Emerson Judson

Experience

Financial Planning Analyst

Education

Southern Methodist University

Southern Methodist University - Cox School of Business

Phillips Academy

Find verified contacts for anyone on LinkedIn