Emily is a financial advisor for the Raymond James – Wheeling Office where she specializes in comprehensive financial planning and company sponsored retirement plans. Prior to joining the Wheeling office Emily resided in St. Petersburg, Florida where she worked at the Raymond James corporate headquarters in the Retirement Plan and Client Services departments.

Emily is a Certified Financial Planner™ Professional and adheres to the CFP^® Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. In addition to the CFP^®, she holds the Series 7, Series 66, and Life/Health Insurance licenses. Emily also holds a Bachelor of Science in Business Administration degree from Seton Hill University where she attended on a soccer scholarship.

Emily is actively involved in the community with The Junior League of Wheeling where she served as past President. She is a board member for Youth Services System as well as a member of First Christian Church. In her free time, she enjoys spending time with friends & family, traveling to new cities, and attending concerts/Broadway shows. Financial Advisors Emily and Steve were married in 2020 and reside in Wheeling, WV with their sons John and Eddie, dog Murphy, and cat Guinness.