Cfp® Emily Morris Cscs

Emily Morris, CFP®, CSCS has a diverse work experience in various industries. Emily is currently working as an Account Executive at Recorded Future since 2023. Prior to this, they served as a Wealth Director at Fiduciary Trust International from November 2021 to January 2023. In this role, Emily profiled prospective clients' financial situations and needs, built strategic relationships, and led market development and pursuit team assembly.

Before that, Emily worked at Steigerwald, Gordon & Koch Wealth Advisors from August 2019 to October 2021. Emily held the roles of Business Development Lead and Financial Planner. During this time, Emily built partnerships within the Schwab Advisor Network, led prospecting efforts, and managed new business opportunities.

Emily also has experience in the fitness industry. From June 2015 to August 2019, they worked at Orangetheory Fitness as a Coach, Studio Manager, and Senior Training Specialist. Emily recruited and supervised a team of coaches, developed training resources, and focused on coaching.

From 2011 to 2015, Emily operated their own athlete performance-training center called Inside Edge Fitness. Emily created the brand and developed custom-built training programs to improve athletic performance and prevent injuries. Additionally, they worked as a Fitness Trainer at Athletic Republic in 2010.

Emily's career also includes a role as a Communications Officer at Evermay Wealth Management, LLC from May 2017 to July 2019. Their responsibilities included leading business strategy meetings, developing the company culture, and identifying opportunities for innovation and improvement.

Earlier in their career, Emily served as an Assistant Girls Hockey Coach, Strength and Conditioning Coach, and Freshman Advisor at Shattuck-St. Mary's School from August 2009 to August 2010.

Throughout their career, Emily has demonstrated their expertise in finance, business development, fitness coaching, and leadership.

Emily Morris, CFP®, CSCS, completed their education at multiple institutions. Emily obtained a Bachelor of Arts (B.A.) degree in Communication Science and Rhetorical Studies from the University of Wisconsin-Madison, from 2004 to 2008. Emily then pursued a Certificate in Financial Planning from the Georgetown University School of Continuing Studies, specializing in Financial Planning and Services, between 2017 and 2018.

Before their university education, Emily attended The Taft School from 2002 to 2004 and earned their High School Diploma. Prior to that, they attended Potsdam Senior High School from 2000 to 2002.

In addition to their academic achievements, Emily possesses certifications in the field. Emily obtained the Certified Financial Planner (CFP) designation from the CFP Board in June 2020. Furthermore, they also hold the certification of Certified Strength and Conditioning Specialist from the National Strength and Conditioning Association (NSCA), which they acquired in May 2012.