eirwin25@nul.org

Speaker Bio

eirwin25@nul.org's picture
Emily Erwin
Head of Advice Center/Wells Fargo

Emily Irwin is the Head of Advice Center with Wells Fargo Bank, where she leads a team of specialized professionals who provide actionable, researched-based advice on topics ranging from retirement to business owner planning to family wealth & culture. During the tenure of her career, Emily has held roles of increasing responsibility, most recently as the Head of Advice Relations where she led advice and planning initiatives, and previously Senior Director of Advice, where she utilized data and market trends to define and drive adoption strategy, and led a team of planners and strategists.
 
Prior to joining Wells Fargo, Emily worked as an estate planning attorney and consultant, and her practice was focused on counseling individuals and families in all aspects of estate and wealth transfer planning.
 
Emily is a frequent speaker on investment and wealth planning topics. She has been featured in interviews appearing in The Wall Street Journal, Barron's, Business Insider, Financial Planning, Forbes, Fortune, Newsweek, USA Today, U.S. News & World Report, buzzfeed.com, and CNBC.com, among others. Emily has also appeared on Good Morning America, The Today Show, ABC News One, CBS News Streaming, NBC News NOW, Yahoo! Finance LIVE, Cheddar News, and local network affiliates.