Emily Harper, CFP® in

Emily Harper, CFP®

Inquirer · DISC type cd
Chief Strategy Officer (CSO) at Monument Wealth Management
📍 New Alexandria, Virginia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Chief Strategy Officer (CSO)
Job Level
Leadership
Location
New Alexandria, Virginia, United States
Personality Overview

How Emily shows up

Judgemental
Hard To Convince
ROI Conscious

They can be nudged to make faster decisions by offering what they value. They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Priorities

Topics Emily cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2025
Chief Strategy Officer (CSO)
Monument Wealth Management
7-2021 - 4-2025
Vice President & Partner
Monument Wealth Management
9-2017 - 4-2025
Private Wealth Advisor
Monument Wealth Management
1-2016 - 9-2017
Investor Center Manager
T. Rowe Price
3-2014 - 1-2016
Financial Consultant
T. Rowe Price
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2021
Master of Business Administration - MBA
University of Virginia Darden School of Business
8-2007 - 5-2011
Bachelor of Arts - BA
University of Virginia
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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