Merit | Wilton Location

JD, CFP®, CPWA®
Wealth Manager, Partner

Emily Boothroyd, JD, CFP®, CPWA® is a Partner and Wealth Manager in the Wilton, CT branch of Merit Financial Advisors/Price Financial Group. She has been dedicated to helping her clients to create financial plans that reflect their individual needs for over a decade. Emily has a background in trusts and estates law, as well as a CERTIFIED FINANCIAL PLANNER™ designation, and holds a certificate in Behavioral Finance from the Investments and Wealth Institute.

Emily has a strong focus on education and coaching and strives to empower her clients to sit in the driver’s seat when it comes to their financial lives. Her planning focuses on the articulation of goals and the methods of working towards them while maintaining a strong emphasis on risk management.

Whether her clients are moving forward to start a new chapter after a divorce, focusing on understanding financial management after the loss of a loved one, or seeking advice on how to optimize their executive compensation and stock options strategies, Emily enjoys connecting with each of her clients in a caring and compassionate manner.

She started her career as a legal counsel to the Congress of the Republic of Palau, then moved into estate planning as an attorney with the firm of Bishop, Jackson & Kelly, LLC. Emily transitioned to holistic financial planning and wealth management in 2009 as a natural progression from her experience as an estate planner.

Emily lives in Easton, Connecticut with her family. When she is not with her clients or team at Merit, you can find her at the barn or cooking with her two daughters. She also loves traveling and yoga.

CDFA™
Wealth Manager, Partner

Hollis Hardiman is a Private Wealth Advisor who joined Price Financial Group in January of 2015. A Certified Divorce Financial Analyst (CDFA™), Hollis specializes in helping clients navigate periods of transition such as divorce, the loss of a spouse, and the sometimes complex period leading up to a much-anticipated retirement. Her expertise includes all areas of financial planning, including investment management, tax strategy, risk management, and estate plan design.

Hollis graduated from the University of North Carolina at Wilmington with a Bachelor of Science degree in Marketing. Upon graduation, she began a 12-year career at Enterprise Rent-A-Car, rising through the ranks to eventually manage six retail locations in Fairfield County. In her management role, Hollis oversaw all aspects of sales operations, including developing an ever-growing sales team, expansion of her territory, as well as profit and loss management for her six locations.

Capitalizing on the skills she acquired in this role, especially those related to budgeting and sound fiscal management, Hollis then transitioned to the world of private wealth management by joining Wells Fargo Advisors in Westport, CT, in October of 2013. In the time since, both at Wells Fargo and now at Merit, Hollis has considered it a privilege to utilize her hands-on experience, practical financial expertise, and passion for exceptional service to help her clients pursue their lifestyle retirement goals.

Hollis was born and raised in Fairfield, CT, and now splits her time between Fairfield and Palm City, FL. She enjoys spending time with her husband and extended family, walking her two dogs, and playing tennis in her free time.

Certifications

• Series 7 – General Securities Representative
• Series 66 - Uniform Combined State Law Examination*
• Series 65 –Uniform Investment Advisor registrations*
• Life, Accident and Health Insurance License Long-Term Care Certified by the state of Connecticut

Phone:  203.423.5985

E-mail:  [email protected]