Exit Planning Institute - Find a CEPA

Emily Godfrey is a Financial Advisor at UBS, working with individuals, families, and business owners to bring clarity, structure, and confidence to financial decision-making. With a background in management consulting, she brings a thoughtful, analytical lens to wealth planning while maintaining a highly relationship-driven approach.

In her current role, Emily partners with clients navigating career transitions, liquidity events, and evolving long-term goals. She also works closely with business owners balancing growth, cash flow, and future planning, bringing clarity to how personal and business priorities intersect.

Emily has passed the CFP® exam and is completing the experience requirement toward full certification. She is also a CEPA® (Certified Exit Planning Advisor®) and holds the Series 7 and Series 66 registrations, the SIE, and her insurance license. She earned her undergraduate degree from the College of Charleston, where she competed on the Division I equestrian team, and completed her MBA at The Citadel.

As part of a multigenerational advisory practice, Emily is committed to building long-term relationships grounded in trust, continuity, and thoughtful planning.

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EMILY GODFREY

EMILY GODFREY

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Confidential Estate Planning Form

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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Five Stages of Value Maturity Infographic

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Issue One: The Annual Exit Magazine

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The Impact of Unplanned Consequences on Business Value Whitepaper

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