Emma Brandt
Business Operations Associate @Consolidated Planning, Inc.
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WORK HISTORY
Business Operations Associate @Consolidated Planning, Inc.
Charlotte, NC, US
As a fully licensed financial professional (Series 7 & 66), I support the Dumas Team’s planning advisors through client meeting preparation, onboarding, and ongoing service. I’m currently working toward becoming a financial advisor myself and look forward to one day serving my own clients with the support of this amazing team!
EDUCATION
IES Abroad
Santiago de Chile
Furman University
Bachelor of Arts - BA
ABOUT EMMA BRANDT
As an aspiring financial advisor, I support the Dumas Team at Consolidated Planning by preparing for and attending client meetings, assisting with onboarding, and learning the foundations of strategic financial planning. I’m excited to continue growing in this field and look forward to one day serving my own clients with the support of this amazing team.
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