Broker Check
Emily N. Lee, CFP®, CPWA®  |  Abingdon, VA Office

Emily N. Lee, CFP®, CPWA®  |  
Abingdon, VA Office

Wealth Advisor

Emily loves everything Appalachia, the tranquility of being outdoors, the significance of stewardship within the community, and her appreciation of the deep musical heritage throughout our region.

Coming from a family of entrepreneurs, she is passionate about bringing high net worth clients a combination of personalized, yet disciplined, planning-based wealth management strategies.

Emily understands the significant impact a strategic plan can have to minimize taxes, manage the growth of wealth, and carry forward a long-lasting legacy in helping to pursue both your personal and financial goals and dreams. Her mission is to give you and your family the best life possible using the extensive resources within Concord Wealth Partners, backed by the integrity, honesty, and professionalism of everyone on her team.

Emily brings twelve years of wealth management experience and a passion for continued education in navigating the ever-changing financial landscape. Personal growth and professional development are important to her in maintaining the highest fiduciary standard for the families she assists.  She has completed the Yale School of Management Certified Private Wealth Advisor certification program and is also a CERTIFIED FINANCIAL PLANNER™, which is awarded to individuals who successfully complete the Certified Financial Planner Board's intensive initial and ongoing annual certification requirements. As a graduate of Emory & Henry College, she earned a Bachelor of Science degree in both Business and Chemistry.

Serving her local community and working with other professionals in a civic capacity is something Emily enjoys, and you will frequently find her at many charitable and service-oriented events throughout our region.

She has served on the Board of Directors of the Birthplace of Country Music Inc., Highland’s Community Services Board for Bristol/Washington County, and has been a member of the Emory & Henry Alumni Association, and the Abingdon Rotary.

Emily spends her free time with family and friends, enjoying time outside with her husband and 3 kids (1 son and 2 pups) hiking, and spending time on the lake. She is also known to compete in an occasional family basketball pickup game or reunite with her Emory & Henry Tennis teammates for a tennis match.

Emily's favorite quote: 

"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel."

- Maya Angelou

Favorite Pastime:

Emily spends her free time with family and friends, enjoying time outside with her husband and three kids (1 son and two pups), hiking, and spending time on the lake.

She is also known to compete in an occasional family basketball pickup game or reunite with her Emory & Henry Tennis teammates for a tennis match. 

Favorite Music: 

Country, Pop, Jazz, Americana, Rock – and especially live music.