Emery Bourne is a Vice President and Relationship Manager for Merlin Wealth Management (MWM) Family Office Services at Rockefeller Capital Management. Emery has been a member of MWM since 2011 when the team was part of Morgan Stanley. Prior to joining MWM, Emery worked for fourteen years as a Financial Advisor with Smith Barney. Her experience and deep relationships with her clients enable her to focus on the complex needs of ultra-high net worth families. Emery uses her organizational and implementation skills to develop holistic wealth management plans that begin with a goal attainment planning foundation.
Emery earned a bachelor’s degree in wildlife biology from the University of Vermont, and she is a graduate of the National Outdoor Leadership School.
A native of Atlanta, Emery is active in the community and was a founding member of Earn2Give (formerly Project Gift), a program for inner-city public elementary school children that combines the spirit of giving with personal achievement and accountability. Emery has served on the alumni board for Pace Academy and volunteered for The Whitefoord Community Program, Chastain Horse Park therapeutic riding program, and My Sister’s House.
Emery lives in Atlanta with her husband, Bray, and their two daughters. In her free time, she enjoys riding and training horses, hiking, and live music.