Adviser
Emily Kirslis Levine, CPA, currently serves as a Senior Accountant at RWA Wealth Partners, where responsibilities include writing technical memos, tracking projects, and enhancing efficiency through data and automation. Prior experience includes a role as a Commercial Assurance Senior at EY, leading engagements for manufacturing and technology clients, and performing data analytics to test revenue and accounts receivable. Emily began with EY as a Staff Auditor and also completed an internship in Commercial Assurance. Earlier experience includes an accounting internship at AAA Northeast and a position as a Social Media and Web Engineer at Andrew G. Gordon, Inc. Emily holds a BS and BA in Accountancy and Spanish from Providence College and has studied at Universidad de Sevilla.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.