Emily is a Certified Financial Planner who serves as the team planning lead and has been with The Smith Group since 2017. She says she was born with finance and investing in her blood. At the age of three, her grandfather, a retired Merrill Lynch Vice President, challenged her to find the Merrill Lynch symbol on the stock market ticker scrolling across the TV screen and she’s been immersed in this world ever since.
She is responsible for developing long-term financial plans for all of The Smith Group’s clients, working closely to keep them updated on their progress towards their goals and helping them to adjust their plans as markets change or situations arise that could affect their objectives.
Emily holds a BA in Finance from the University of Washington’s Foster Business School. She is fluent in Spanish and is an avid traveler, having already visited more than 25 countries. Emily is a diehard fan of the Seahawks and Mariners, as well as a proud season-ticket holder of Husky football. She enjoys volunteering in the community as evidenced by her participation in the Seattle Junior League and related volunteer opportunities.