Emily Lee, CFP®, CPWA®
Founder & Senior Wealth Advisor
Emily has a passion for bringing clients a combination of personalized, yet disciplined, planning-based wealth management strategies. As the founder and CEO of Stateline Wealth Advisors, she 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 families pursue both personal and financial goals. Her mission is to give you and your family the best life possible using the extensive resources within Cambridge, backed by the integrity, honesty, and professionalism of everyone on her team.
Continued education, personal growth, and professional development are important to Emily in maintaining the highest fiduciary standard for the families she assists in navigating the ever-changing financial landscape. She has completed the Yale School of Management’s 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. She has served on the Board of Directors for the Birthplace of Country Music Inc., Highland’s Community Services, Children’s Advocacy Center of Bristol/Washington County, Emory & Henry Alumni Association, Washington County Rotary, Boys & Girls Club, and William King Museum of Arts. Emily spends her free time with family and friends enjoying time outside with her husband and 3 kids (1 son and 2 pups). She is also known to compete in family basketball pickup games or reunite with her Emory & Henry Tennis teammates for a match.