Our Team of Consultants


Emily Wrightson

Director

Emily leads a group of account managers in servicing the retirement plan needs of several public, higher education, healthcare and non-profit organizations.  Emily is experienced in conducting request for proposals and vendor implementations as well as working to ensure the successful delivery of vendor services, including outsourcing and participant communication and education.  Additionally, she partners with clients in all aspects of the due diligence process, including investment analysis, plan design, compliance, regulatory, and process changes. 

Emily has over nine years of experience in delivering defined contribution plan consulting and client management service at Cammack Retirement Group.  Throughout her working career, she has been involved with providing mutual fund and stable value analysis and advice.  Previously, she served as a senior account manager in the firm’s retirement practice. Emily received a Bachelor of Arts degree from the University of Richmond.  

PROFESSIONAL DESIGNATIONS

  • Securities and investment licenses: Series 6, 63 and 65
  • Life, Accident & Health, Variable licenses in multiple states

AFFILIATIONS

  • Named as one of NAPA's Top Women Advisors of 2015

PRESENTATIONS & PUBLICATIONS



Check the background of this investment professional on FINRA's BrokerCheck.