Emily is a financial advisor for the Raymond James – Wheeling Office. She earned her CERTIFIED FINANCIAL PLANNER™ certification and also holds her Series 7, Series 66 and Life/Health insurance licenses. She specializes in comprehensive financial planning and retirement plans.
She is a 2007 graduate of Wheeling Park High School and went on to earn a bachelor's degree in Business with minors in Finance and Communication from Seton Hill University. Prior to joining the Wheeling office, she was employed at the corporate office of Raymond James located in St Petersburg, FL. Her ability to easily adapt in any environment made it possible for her to work in two of the most demanding departments: Retirement Plan Services and Client Services.
Emily is actively involved in the community as a member of Generation Wheeling, First Christian Church, and the Junior League of Wheeling. She is a Youth Services System board member and volunteers as a mentor for their Youth Mentoring Network. In her free time, she enjoys spending time with friends & family, traveling to new cities, and attending concerts/Broadway shows.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.