Emily Dyer-Wolfe
Associate Wealth Management Advisor, Babcock Financial
Emily Dyer-Wolfe is an Associate Wealth Management Advisor with Babcock Financial located in Englewood, Colorado. Emily earned a BFA and an MBA from the University of Memphis. She has spent most of her professional career in Investment Banking and Financial Services with Aaron Capital Inc. & company Aaron Capital PVT LTD providing investment banking services to companies across the US & India. Her years in investment banking have allowed her to become a highly valued advisor to business owners. Emily’s time is now focused on business development and serving clients through comprehensive financial planning.
Emily believes that all individuals and families should have a high-quality team of professionals to support them in proactively planning for life’s challenges and seizing opportunities for growth.
Emily’s personal pursuits include spending time with family, reading, crafting, biking and hiking with her dog, Bonnie. She and her husband KC moved to CO from TN in 2022
Ideal Client
Private Business Owners:
- Multiple business partners
- Up to 25 Employees
- 2+ years in the business
- Growth Oriented
- Desire to implement business and personal financial planning
Growth Oriented Professionals & Families:
- Motivated & Organized
- Desire to gain clarity on their economic world
- Ready to design a plan to accomplish their goals and objectives
Business Power Partners
Estate Planning Attorneys, Divorce and Family Law Attorneys, Accountants, Bookkeepers/Tax Preparers, Mortgage Lenders, Bankers.
Contact Information
Office: 303-784-3530
Mobile: 901-481-9880
emily.j.dyer-wolfe@nm.com
Located in Englewood, CO
What does SHE stand for?
SHE is more than a leads group - SHE Leads Group exists to support women in business development roles. SHE Members are women in business who appreciate the role many women have being a full-time caregiver to loved ones and advancing their full-time career or business. The letters “S H E” stand for Supporting Heart & Enterprise ®. Heart is our families, or anything near and dear and personal to us. Enterprise is our business or career. Members are expected to uphold the values and culture for which SHE stands. Every member of SHE Leads Group should desire to be a resource to each other. SHE Leads Group is more than just a leads group. We are a group of supportive women who truly want to help others in any way possible.