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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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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.

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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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
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