Emily Mulligan plays a vital role in supporting Partner Advisors and enhancing their client experience. Her work as Client Service Manager for the Lane Hipple Team includes preparing personal financial statements, assisting with retirement planning programs, and initiating financial plans that help clients achieve their long-term goals. Emily also ensures clients are well-prepared for meetings by managing information requests and documentation. 

On the client services side, Emily helps facilitate onboarding and resolves issues related to paperwork and forms. Her approachable style and attention to detail have led many clients to reach out to her directly, allowing her to build strong relationships and provide personalized support. 

Emily first joined Lane Hipple as an intern in 2021, drawn to the personal nature of financial planning and the meaningful relationships it fosters. After several years of returning during school breaks, she accepted a full-time role in 2024, confident in the team’s collaborative spirit and commitment to client success. 

Emily holds a Master of Science in Business Analytics and a Bachelor of Arts in Finance with a minor in Data Analytics from the University of South Carolina. She is Series 65 licensed and a candidate for the Certified Financial Planner® designation. 

Outside of work, Emily enjoys spending time at the beach, traveling, reading, and attending live music events—she’s been to more than 50 concerts and is always looking forward to the next one.