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Emily West, CFP®

Vice President
Portfolio Manager
Director of Wealth Planning


ph: 913-663-0629

Expertise

  • Portfolio manager working primarily with individual clients. Emily also leads our Wealth Planning Group.

Experience

  • Came to FCI Advisors in 2013 after joining Midwest Trust in 2011, originally working specifically with bank trust department clients.
  • Spent five years with UMB, primarily in private banking and wealth management.

Education

  • BBA, Baylor University
  • MBA, University of Missouri-Kansas City
  • Certified Financial Planner™ Certification

Professional/Civic Affiliations

  • President, Kansas City Infertility Awareness Foundation
  • Adjunct instructor of graduate retirement planning in UMKC’s Bloch School of Management
  • Past member, United Way Young Leaders Society and Women’s Leadership Council
  • Past member, United Way Women’s Leadership Council Advisory Board

 

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