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Ulana Emerson, Financial Advisor

FINANCIAL ADVISOR
Ulana M Emerson

CFP®
139 Pike St, Port Jervis, NY 12771opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable investing

About Ulana

As an Edward Jones financial advisor, I work to help individuals, families and small business owners committed to their financial goals overcome complexity or uncertainty and to live their best financial lives on their terms by using long term diversified strategies.

I am an 18 plus-year veteran of the financial services industry with eight of those years spent at Edward Jones. Prior to Edward Jones, I obtained my bachelor's degree in public affairs from Baruch College in New York and my master's degree in business administration from the University at Albany, New York. I also have earned the CERTIFIED FINANCIAL PLANNER™...

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • SUNY Albany(State Univ of NY)Master of Business Admin
  • Baruch CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • History and Museums
  • Music
  • Volleyball
  • Golfing

Team Members

  • Shannon Stevenson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(845) 858-6225

Fax

(888) 826-2812

Office Address

139 Pike St
Port Jervis, NY 12771opens in a new window

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