Emily Smith
Financial Planning Associate
Emily has always genuinely enjoyed getting to know and helping people. This facet of her personality is evident from her interest in a financial literacy class she took during her sophomore year of high school.
Emily strives to understand each client's unique financial story so that she can better help them reach their goals they have set for themselves and their families. From getting to know clients during meeting preparation sessions to answering phone calls and emails, Emily embraces the opportunity to make clients feel comfortable on their financial journey.
Emily graduated from La Salle University in May 2024 with a Bachelor of Science in Business Administration and a focus on Finance and Accounting. During her time there, she immersed herself in various extracurricular activities and leadership positions.
A lifelong resident of Darlington, Emily spends her time visiting friends and family along the I-95 corridor, immersing herself in a new book series, or going for a run.