Emily Helliesen Day – 2012
RICP®, Relationship Manager, Director of operations & compliance
As a Relationship Manager, Emily enjoys working with our Wealth Management Clients as a liaison between our advisors and operations teams, providing a high level of personalized service. She works with new and existing clients to create, update, and implement retirement income plans, and is always available for questions of any type. Emily enjoys taking the complex world of investment management and retirement planning, and helping our clients to make it as clear and streamlined as possible.
Emily also is the Director of Operations and Compliance at Lebel & Harriman.
Prior to joining Lebel & Harriman in August of 2012, Emily worked as a Retirement Plan Administrator/Education Specialist for Healey & Associates, and prior to that, as a Retirement Plan Administrator at Benefit Strategies.
Emily is a graduate of Pitzer College in Southern California, and holds a B.A. in Sociology. In October of 2016, Emily earned the Retirement Income Certified Professional (RICP® ) designation from the American College. Practitioners with the RICP® designation focus on working with clients who are transitioning from the asset accumulation phase of their lives, to create a sustainable retirement. This includes Social Security analysis, distribution strategies, risk management, and creating an effective retirement income plan.
Emily holds Series 6 and Series 63 Securities registrations, Life & Health Insurance licenses and is a Registered Representative of Valmark Securities. Emily is also a Notary in the State of Maine.
Emily is a member of the Cape Elizabeth Conservation Committee and spends much free time volunteering for trail work days in local conservation areas. She can often be found riding her mountain or road bike, skiing, running, or hiking with her family.