Emily Drake Email and Phone Number
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I am a Wealth Adviser at Fairport Wealth. With 30 years of experience I offer individuals and their families comprehensive wealth advisory services. I am passionate about educating and advocating for women, particularly when they are experiencing significant life transitions. Prior to joining Fairport I spent many years in the personal trust business as a founder of McDonald Trust Company. In this role I learned the importance of listening more than talking and how emotions impact financial decisions.I specialize in these areas:•Wealth Management•Financial Planning•Investments•Charitable Gift Planning•Retirement Planning•Estate Planning•Generational PlanningWith roots dating back to 1963, Fairport Wealth is a team of advisors that INSPIRES FAMILIES by providing comprehensive wealth management solutions. Our team of credentialed professionals have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our professional, yet approachable style. More information at www.FairportWealth.com. Luma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. I help women of wealth achieve their financial objectives, with the understanding that women are unique, deserve intelligent guidance and demand excellent service. More information at www.LumaWealth.com.Securities offered through Hightower Securities, LLC member FINRA/SIPC. Hightower Advisors, LLC is a SEC registered investment advisor.
Fairport Wealth
View- Website:
- fairportwealth.com
- Employees:
- 35
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Managing Director, Wealth AdvisorFairport Wealth Jan 2000 - PresentCleveland, Ohio, United StatesWith roots dating back to 1963, Fairport Wealth is a registered investment advisor that provides comprehensive wealth management solutions to high net worth individuals and families. Our team of credentialed professionals, including CPAs, CFAs, and CFPs, have extensive experience in guiding corporate executives, business owners and widows. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes, or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. More information available at www.fairportwealth.com. -
Wealth AdvisorLuma Wealth Advisors Jan 2017 - PresentCleveland/Akron, Ohio AreaLuma Wealth Advisors is a division of Fairport that provides women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. I help women of wealth achieve their financial objectives, with the understanding that women are unique, deserve intelligent guidance and demand excellent service. More information at www.LumaWealth.com. -
Vice PresidentMcdonald Trust Company Feb 1994 - Jan 2000
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Vice President Personal TrustSociety National Bank (Formerly Ameritrust Company, Na) Jul 1988 - Feb 1994Cleveland, OhioEducated and advised clients on estate, investment and retirement planning.
Emily Drake Skills
Emily Drake Education Details
Frequently Asked Questions about Emily Drake
What company does Emily Drake work for?
Emily Drake works for Fairport Wealth
What is Emily Drake's role at the current company?
Emily Drake's current role is Managing Director at Fairport.
What is Emily Drake's email address?
Emily Drake's email address is em****@****set.com
What is Emily Drake's direct phone number?
Emily Drake's direct phone number is +121646*****
What schools did Emily Drake attend?
Emily Drake attended Grand Valley State University.
What are some of Emily Drake's interests?
Emily Drake has interest in Animal Welfare, Social Services, Education, Economic Empowerment.
What skills is Emily Drake known for?
Emily Drake has skills like Wealth Management, Charitable Gift Planning, Multi Generational Wealth Transfer, Investments.
Who are Emily Drake's colleagues?
Emily Drake's colleagues are Shaunice Chism, Connor Rosenecker, Cfp®, Diana Funk, Mike Drennen, Phylicia Prince, Gail Smoy, Sandra De Gennaro.
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Emily Drake
Passionate About Developing Actionable Insights And Recommendations To Drive Positive Customer Experiences!Minneapolis, Mn
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