About Emily:
Executive Bio
Photo by Emily Scott
Emily started Emily Scott AND to fill the void of merging the technical side of money with the human side of money, especially during transition. She is honored by the trust her clients place in her, and describes her role as a financial navigator and confidential thought partner for her clients in the issues and challenges of legacy planning, financial prioritization, and philanthropic choices, using a process Emily calls The Power of AND. She collaborates with other professionals to align core competencies for a robust client offering.
Ms. Scott’s earlier professional career includes years on Wall Street, the retail industry, and marketing consulting. With her 30+ years of personal experience in investing, philanthropy, managing a family office, and legacy discussions, Emily fully appreciates the nuances and pressures that having a high net worth can bring.
Emily has been a contributor to articles and online media on women in transition, the inner struggles of women and their wealth, how wealthy couples navigate their differences, and philanthropic perspectives. She has received accolades for her authenticity and vulnerability in her presentations of what it is like to be in the client shoes and on both sides of the table at conferences and seminars.
Ms. Scott is a certified Financial Transition Professional and on the Advisory Committee of the Financial Transition Institute. She is a member of ProVisors, BAWOM (Bay Area Women’s Affinity Group, SF Estate and Succession Planning Advisory Group, NCPGC (NorCal Planned Giving Council), and PPI (Purposeful Planning Institute). Emily holds an MBA from Cornell University, a BA in management from Simmons College, and is an alumna of The Sudden Money Institute and The Philanthropy Workshop.
In her personal life, Emily has been actively engaged in her philanthropy as a board member and grantor. Emily presented at TEDx Sonoma on philanthropy, authored Tails of Devotion, A Look at the Bond between People and Their Pets and has raised large sums of money for many causes and organizations. Ms. Scott has advised on and taught grant making, development, and board governance.
Emily lives in San Francisco with her partner and 2 rescue dogs. She is an avid golfer, obsessed crossword and sudoku puzzler, and very amateur photographer.