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Emily Keller

Planning Associate, Private Client Group

Emily joined the Clearstead Private Client Group in 2020. As a Planning Associate, Emily provides analytical support in all aspects of tax, financial, and investment planning services for high net worth clients.

Prior to joining Clearstead, Emily worked at a national public accounting firm specializing in taxation. Emily earned her BA in Accounting, Finance, and Business Pre-Law at Ohio University. She is currently pursuing the CPA certification.

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Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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