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Our Team

Karen Emma

Universal Wealth Management | President | Founding Partner

401-331-7600

401-331-7800

karen@universalwm.com

Since 1999, Karen Emma has been a successful Planning Specialist and Financial Advisor providing personalized investment advice to..

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Stephen Volpe
Universal Wealth Management | GCU Wealth Advisors
Managing Director of New Business
Located at: Greenwood Credit Union, 2669 Post Road, Warwick, RI  02886

401-562-2743

401-739-5596

stephen@universalwm.com

A veteran executive with nearly 30 years of experience, Stephen is well versed and accomplished in all aspects of the financial services industry...

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Robbie Mann

Empire Financial | Founder

401-331-7600

An Independent Consultant within our Rhode Island office, Robbie Mann has been a longtime partner of Karen Emma, Universal Wealth Management, LLC and ELM Associates, LLC. Robbie Mann is a registered representative with Royal Alliance...

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Cindy Bailey

Adminstrative Assistant

401-331-7600 ext 5

401-331-7800

cindy@universalwm.com

An Adminstrative Assistant at Universal Wealth Management, LLC, Cindy has more than 25 years of experience working at two major accounting firms in Rhode Island. Prior to joining Universal Wealth Management, LLC in 2015, Cindy was the...

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Kaitlyn Miller

Insurance Specialist

401-331-7600

401-331-7800

kaitlyn@universalwm.com

Kaitlyn has been an integral part of the Universal Wealth Management Team in various capacities for nearly a dozen years. She wears multiple hats. A graduate of Bryant University where she received her Bachelor of Science Degree in...

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Phillip Wong

Boston Wealth Management | Managing Director

401-331-7600

Phil Wong serves as our First Line Supervisor at Royal Alliance Associates, Inc. and Office of Supervisory Jurisdiction. Phil has served in the financial service industry since 1991 and is the founder and Managing Director of Boston...

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