Emily joined the wealth management team at Darrell Financial Services in 2013. She attained her Bachelors Degree in Business Administration & Management from Shippensburg University, then continued on to obtain her Certified Financial Planner (CFP®) designation through the College for Financial Planning. She holds the Series 6 and Series 7 securities licenses and is an Investment Advisor Representative with Founders Financial Securities, LLC.
As a Wealth Advisor with DFS, Emily enjoys helping her clients achieve their personal financial goals through strategic investment management, comprehensive financial planning, and individualized risk analysis. She believes providing the latest technology to all those we serve plays a crucial role in the planning process and is responsible for the account management of our client Wealth Management Center (WMC).
Email Emily at emily@darrellfinancial.com.