Emilee Kaplan has over 8 years of marketing experience leading marketing programs in the financial services industry, Emilee is a strategic and results-driven marketing professional known for crafting high-impact campaigns that drive engagement and business growth.

In her previous role at Bank of America, she developed marketing programs and consultative sales tools tailored to Merrill Lynch and Private Bank advisors who serve high-net-worth and ultra-high-net-worth clients. By aligning messaging with the complex needs of this elite clientele, she supported advisors in deepening relationships, growing assets under management, and delivering a differentiated client experience. Emilee’s expertise spans brand strategy, content development, integrated campaign execution, and sales enablement.