Emily Claire

Emily joined Bay Financial Associates and LPL Financial when she founded Claire Wealth Management in 2025. Emily’s goal as a wealth advisor is to help her clients achieve financial well-being throughout their lives.

She graduated summa cum laude with a bachelor of arts degree from Mount Holyoke College, and later finished her Master’s of Business Administration at Southern Illinois University.

A turning point in her life was her father’s diagnosis with ALS.  The financial impact of his illness taught her the true value of having a financial plan. In 2015, she joined Edward Jones as a financial advisor and began to hep clients with their investments, retirement plans, life insurance, and long-term care strategies. She continues that work today at Claire Wealth Management

Emily’s practice focuses on helping pre-retirees, business owners, high income professionals, and families. Her services include investments, life insurance, retirement plans, and education plans. She maintains a comprehensive network of service providers, and she co-founded Beacon Hill Network in 2018, to ensure her clients have access to the resources they need.

While Emily is committed to her clients’ financial success, she also genuinely cares about them as individuals. Her goal is to be a trusted partner in their journey, ensuring that their financial decisions align with their values and aspirations.

Claire Wealth Management is a separate entity from Bay Financial Associates and LPL Financial.

Learn more at www.clairewm.com