Emily Adair Burgess

Associate Financial Advisor

AIM Advisors

Quick 10!

#1 Tell us a bit about yourself and your business.

I am an Associate Financial Advisor at AIM Advisors in Raleigh, NC. I have a master’s degree in Trust and Wealth Management which provides me with the opportunity to assist our clients with their estate planning goals.

#2 What is the most rewarding part of being in the financial advising industry?

Guiding clients to make financial decisions that allow them to live a life free of financial burden and worry.

#3 What is the most challenging part?

The unexpected.

#4 Knowing what you know now, what piece of career advice would you give your younger self?

Remain confident in your level of expertise. Confidence is key to building trust with clients.

#5 What’s one way a female has positively influenced your professional or personal growth?

By giving me room to grow and the tools needed to succeed. She demonstrated how it is possible to thrive as a female in this career.

#6 What unexpected skill, hobby, or practice brings you joy right now?

Learning to make sourdough bread has brought me lots of joy. Not only is the process rewarding, but sharing with friends and family makes the commitment worth it.

#7 Describe a unique strength or superpower you have that rarely shows up on a résumé.

I have investigative skills that allow me to quickly find an answer. I love to piece together information as if it were a puzzle.

#8 What’s a daily or weekly ritual you rely on to feel grounded?

Outdoor walks along my local greenway.

#9 What are three of your all-time favorite books?

The Hunting Party by Lucy Foley
The Nightingale by Kristin Hannah
The Ruthless Elimination of Hurry by John Mark Comer

#10 If you could host a themed girls’ night, what would the theme be?

A wine tasting with perfectly paired cheese and accompaniments.