Emily is a Wealth Advisor at W.A. Smith Financial Group. She specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning.
Emily joined W.A. Smith Financial Group in April, and is no stranger to providing first-class service, having previously worked as a licensed banker for Huntington National Bank and Northwest Bank for eight years. Emily holds a Series 6 and 63 SIE securities license and an Ohio Life and Health insurance license.
From tent camping at Mohican and Cook Forest state parks to walleye fishing on Lake Erie to playing shortstop in two summer softball leagues, Emily loves to spend her free time outdoors. When she cannot get outside to unwind, she enjoys playing cards, poker and spades in particular.
Get to know Emily
Favorite Food: Soft tacos
Favorite Movie: Big Daddy
Dream Vacation: Italy
Favorite Quote: Never live in poverty because you fail to see your worth.