Emme Phillips
Financial Planner
Emme Phillips is passionate about supporting our clients at Park City Wealth Advisors! As a financial planner, Emme holds her life, health & accident insurance licenses as well as her Series 7 and Series 66 securities registrations.
Well-versed in helping clients with wealth management strategies, prior to joining PCWA, Emme worked at Fidelity Investments as an Investment Solutions Representative. She loves the energy at we bring to our clients here at Park City Wealth Advisors, as well as the full range of services and financial products we offer as an independent firm.
After originally growing up in Park City, Utah, Emme left home for California to earn her Bachelor of Arts from Pepperdine University in Malibu. Now happy to be back in Utah, she is based in Salt Lake City. In her free time, Emme enjoys skiing, hiking, and playing tennis.
Meet Park City Wealth
Our team is the heartbeat of our firm, upholding our philosophies & ensuring that each of our clients are treated to the highest standards of service. We know our clients aim is to reach financial independence; we guide them with the right direction & proper tools so they can reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” Click below to learn more about Morgan and Park City Wealth Advisors.
Meet Our Team
Unlock Your Financial Potential
At Park City Wealth Advisors, we center our client relationships around education and transparency. Through meaningful dialogues between you and our exclusive team of financial professionals, we strive to cultivate the success you have achieved, not only for your own life but for the benefit of generations to come. See some of our resources to begin your journey towards an elevated life.
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979 • grow@parkcitywealthadvisors.com
Ready To Enhance Your Lifestyle?
Let’s Connect
Park City Wealth Advisors, based out of Park City, Utah, services clients worldwide. We would love to give you a complimentary second opinion on your financial picture and investments. Come see our team at work firsthand! Contact us below:
