Archer Investment Management Welcomes Emily Rassam as Senior Financial Planner

Emily Rassam

Archer Investment Management has expanded and is enthusiastic to introduce a new addition to the team, Emily Rassam. Based in Charlotte, North Carolina, Emily has 14 years of experience working at investment firms in New York and North Carolina. She is not only a Certified Financial Planner™️ but also an Accredited Investment Fiduciary Analyst, Chartered Retirement Plans Specialist, and National Social Security Advisor. We are excited to welcome her to our team in the newly created position of Senior Financial Planner. Prior to joining Archer Investment Management, Emily was a Wealth Planner at NFP in North Carolina.  

"I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals."  

Emily Rassam, Senior Financial Planner at Archer Investment Management 

After hours, Emily enjoys traveling, cooking, reading, and hiking with her dogs. Living with her husband, their son, and Basset Hound foster dogs, Emily maintains a well-rounded work-life balance. Additionally, she serves as a mentor and run lead for Tri It for Life, an organization that empowers women of diverse ages and abilities to train for their first triathlon, and acts on the board of the YMCA Emerging Leaders in Charlotte.  

Archer Investment Management provides financial planning and investment management to Austin professionals. An independent, fee-only investment advisory, Archer Investment Management is a fully-digital, fiduciary firm that works in the best interests of our clients.  

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For more information, contact: 

Richard Archer 

[email protected] 

800-840-5946 

Source: Archer Investment Management

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