Emily Guglielmo
Wealth Strategist
About Emily
Emily Guglielmo is a wealth strategist on William Blair’s pre-liquidity planning team. The team functions as a dedicated financial planning resource for clients approaching a liquidity event to help improve tax efficiency around the transaction and strategize on longer-term financial planning goals. Emily previously was a client relationship associate with a William Blair wealth advisory team and an associate wealth planner with the firm. Before joining William Blair, she worked at Fidelity Investments as a relationship manager. Emily is a Certified Financial Planner® and has a B.A. in finance from Butler University. She is active with Green Halo Scholars and William Blair’s Capital Collective.About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.