Emily Saffa

Emily Saffa joined BWM Financial in 2021 as a Client Service Specialist with 21 years of industry experience in wealth management. She was promoted to Client Service Supervisor and her responsibilities include a variety of key operational and client service functions and managing the client service team, to ensure the highest level of service for the clients.

Before joining BWM Financial Emily began her career with Wells Fargo Advisors, where she worked as a Financial Consultant specializing in financial planning and relationship management through personalized financial care with clients.