As a wealth advisor for successful individuals, their families, businesses and institutions, both locally and around the country, Emily is devoted to helping others create their best lives possible. She strives to provide financial peace of mind and make a positive impact on the lives of her clients, both professionally and personally. She has developed and refined a process to help her clients successfully navigate through life transitions and achieve their individual goals and aspirations with confidence.
Emily began her career at RBC Wealth Management in 2011. She has worked with a wide range of successful individuals, families, businesses and institutions with a focus on a comprehensive wealth management approach and personalized financial planning. Emily holds the CERTIFIED FINANCIAL PLANNER™ certification. She has passed the Series 7 and 66 securities exams, and holds state life and health insurance licenses.
She graduated from the University of Maryland with a Bachelor of Science degree in international business and was a member of the College Park Scholar’s Public Leadership Program. She also holds a Master of Science degree in finance from the University of Miami as well as a certificate in financial planning from Georgetown University.
Emily is a native to the Washington, D.C. area and currently resides in Northwest D.C. with her husband, Win, and rescue puppy, Maple. Emily enjoys volunteering with various local organizations and serves on the board of directors for Girls on the Run of Montgomery County. She enjoys spending time with friends and family, traveling and exploring new places, as well as running and playing tennis.
