Emily Mosby

Advisor Associate

Emily brings more than 14 years of experience in the financial services industry, with a background in wealth management operations, client service, advisor support, lending, and financial operations. Throughout her career, she has developed expertise in problem-solving, process improvement, relationship management, and operational support, with a focus on helping advisors effectively serve their clients.

Emily joined HBKS Wealth Advisors to continue building her career in the wealth management industry and brings a client-focused perspective and extensive operational experience to her role.

Originally from the Pacific Northwest, Emily recently relocated to Pennsylvania with her family and is looking forward to making the Keystone State home. Outside of work, she enjoys spending time with her family, exploring her new community, and settling into life in Pennsylvania.

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Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

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