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Contact Details

Position: Wealth Associate

Phone: +1 732-993-5421

Email: Emily.Smith@leowealth.com

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Emily Smith

Emily Smith is a Wealth Associate at Leo Wealth, an independent global wealth advisor. Based in New Jersey and New York, Emily assists in providing results-oriented comprehensive financial planning with experience in tax planning, compensation and benefits, insurance, risk management, retirement, and portfolio management. Emily works closely with Ken Dugan. Ken Dugan is a Senior Managing Director and oversees wealth management for the northeast region with over three decades of experience.

Emily earned a Master of Science in Supply Chain Management at Rutgers University in addition to a Bachelor of Science at American University where she majored in Business Administration with an Accounting specialization. Emily also competed with the varsity women’s soccer team for both American and Rutgers. In her spare time, Emily enjoys running, hiking, and spending time with friends and family.