Planning Associate, Private Client Group
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.
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114