Emily Headshot

Emily Promise AIF®, APMA®, CRPC®

Financial Advisor

Emily joined Blakely Financial in 2017 and works to provide clients with comprehensive financial planning. She brings a wealth of experience from her work with the Massachusetts State Treasury, Commonwealth Financial Network® and Goldman Sachs®. Emily joined Blakely Financial to have a positive impact in the lives of other people.

Emily grew up in Marblehead, Massachusetts and graduated from Marblehead High School. In her free time, Emily enjoys golf, volunteers as a Big Sister in the Big Brothers Big Sisters of the Central Piedmont organization and is a member of Women in Motion of High Point.

Emily’s impressive work ethic, tenacity and vision bring much to Blakely Financial and we are proud to have her as a part of our team.

Professional Designations, Certifications, Registrations, and Licenses

  • Accredited Portfolio Management Advisor, APMA®, College for Financial Planning
  • Charted Retirement Planning Counselor, CRPC®, College for Financial Planning
  • Accredited Investment Fiduciary, AIF®, College for Fiduciary Studies
  • CFA® Investment Foundations Certifications, CFA® Institute
  • Registered representative of Commonwealth Financial Network®
  • FINRA Series 7 securities registration
  • FINRA Series 66 (Investment Adviser Representative) securities registration

Professional Memberships

  • Greensboro Society of Financial Service Professionals, Financial Literacy Committee
  • SynerG Young Professionals, Greensboro

Education

  • High Point University, High Point, NC – Majoring in Finance and Accounting

Credentialed Professionals

Blakely Financial team members are committed to providing clarity, insight and guidance for our clients through financial planning. A commitment to ongoing improvement and continued education is paramount to doing so. Our team has obtained the following certifications:

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