117 south loudoun st
winchester, va 22601
Broker Dealer Information
A Registered Representative with securities offered through:
Fortune Financial Services
3582 Brodhead Road
Monaca, PA 15061
Member FINRA & SIPC
Investment Advisory Services offered through Interactive Financial Advisors.
Fortune Financial Services and Interactive Financial Advisors are not affiliated.
As a young woman in the financial industry, Emily loves that she can offer a different perspective than your typical advisor. She understands the importance of listening to her clients, to learn what their goals and ambitions are and help guide them along the way. She implements not only her unique knowledge base, but the expertise of her team to provide the best service she can and improve her client’s financial success!
Emily grew up in Fairfax VA with her parents and two sisters, where she attended Fairfax High School. She went on to attend Marymount University in Arlington VA and earned a Bachelor of Science in Mathematics in 2008, with a minor concentration in business administration, focusing primarily in finance. She was a member of the honors program as well as the Marymount woman’s soccer team, and still loves playing soccer in her free time.
Emily previously worked in Washington DC for Penn, Schoen and Berland’s finance department where she oversaw the AP, AR and revenue services for the company. After enjoying the city life and sights, she is now back living in Fairfax. She joined Shenandoah Financial Advisors in 2016 as an advisor. She’s taken advantage of being so close to Shenandoah National Park and has enjoyed camping and hiking the beautiful Blue Ridge Mountains!
Emily is a registered Investment Advisor Representative with Interactive Financial Advisors. She is also a Registered Representative of Fortune Financial Services, Inc. She has her FINRA series 6, 63, and 65 licenses, as well as her Life Insurance License.
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Securities offered through Fortune Financial Services, Inc. 3582 Brodhead Rd Suite 202 Monaca, PA 15061 Ph (724)-846-2488—Member FINRA/SIPC. Advisory services offered through Interactive Financial Advisors. Fortune Financial Services, Inc., Shenandoah Financial Advisors, and IFA are not affiliated.