Emily Smith Email & Phone Number
Who is Emily Smith? Overview
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Emily Smith is listed as Financial Planning Associate at The Kelly Group- Financial Planning and Wealth Management, a with 23 employees, based in Darlington, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Emily Smith.
Emily Smith previously worked as Finance Co-op at Johnson & Johnson and Financial Planning Intern at The Kelly Group- Financial Planning And Wealth Management Services. Emily Smith holds Bachelors Of Science In Business Administration, Finance, Accounting (Minor) from La Salle University.
Email format at The Kelly Group- Financial Planning and Wealth Management
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About Emily Smith
As a self-proclaimed “people person,” I have always genuinely enjoyed getting to know people. I started thinking about financial planning during my sophomore year of high school when I took a career personality test in a financial literacy class. Since then, I have embarked on the journey to become a financial advisor. I graduated from La Salle University in May 2024 with a Bachelor of Science in Business Administration, focusing on Finance and Accounting. I am a Financial Planning Associate at The Kelly Group in Bel Air, MD, a firm dedicated to serving clients and their families for generations to come. With a lifelong thirst for knowledge, I would love to connect with you and talk about financial wellness, random Wikipedia pages, and all things pop culture! Feel free to send me a message if you would like to connect!
Emily Smith's current company
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Emily Smith work experience
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Financial Planning Associate
Financial Planning Associate
Finance Co-Op
- Worked for Ethicon, Inc. in the Robotics & Digital sector on the Financial Planning and Analysis Team- Produced a new quarter close reporting package which decreased the reporting process from nine to four days - Managed capital expenditures for the team and presented the deliverables and variances to Senior Finance Managers, Senior Directors, and the Vice President of Robotics & Digital Solutions - Assisted team member with the automation of quarter close reporting for MRC1983 and MRC940 using Alteryx - Built a new cost center mapping file that summarized descriptions of each cost center that RAD Finance was responsible across four MRCs. Aligned over 500+ cost centers into one file by collaborating with more than ten different analysts and managers- Responsible for building monthly reporting, and quarter reporting templates and communicating them to DRIs along with keeping associates accountable for commentary and inputs - Guided monthly close meetings with over thirty different team members globally, updated the close schedule, and communicated any changes or new action items with the team
Financial Planning Intern
- Documented notes and activities in Redtail software after sitting in on client meetings then writing follow ups to be sent out to clients on behalf of each advisor - Created flyers for upcoming firm events, newsletters about recessions to be sent to clients, and various spreadsheets that were sent to individual clients explaining items relating to their individual needs- Worked along with Certified Financial Planners as they advised clients on financial plans, investments, estate planning, and retirement planning
Childcare Provider
- Supervise newborns through children age eight, in a private, in-home setting, planning instructional activities and engaging children in hands-on activities - Contribute to a safe, caring, nurturing and stimulating environment in which the children thrive and develop
Front End / Team Lead
- Helped new employees adapt to the work environment by making introductions and demonstrating roles as a senior employee to create a friendly work environment and ensure fellow employees are comfortable with their role- Provided friendly service to customers through greetings and answering questions regarding products
Colleagues at The Kelly Group- Financial Planning and Wealth Management
Other employees you can reach at kellygrouponline.com. View company contacts for 23 employees →
Candace Clipper
Colleague at The Kelly Group- Financial Planning And Wealth ManagementKingsville, Maryland, United States
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CA
Carrie Anderson, Ces™
Colleague at The Kelly Group- Financial Planning And Wealth ManagementJarrettsville, Maryland, United States
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JA
Jacob Adkins, Cfp®
Colleague at The Kelly Group- Financial Planning And Wealth ManagementHarford County, Maryland, United States
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KS
Keron Smith, Mba
Colleague at The Kelly Group- Financial Planning And Wealth ManagementArlington, Virginia, United States
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TR
Travis Rebar
Colleague at The Kelly Group- Financial Planning And Wealth ManagementDarlington, Maryland, United States
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MW
Michele Wolbert
Colleague at The Kelly Group- Financial Planning And Wealth ManagementHarford County, Maryland, United States
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AS
Anika S. Jones, Esq.
Colleague at The Kelly Group- Financial Planning And Wealth ManagementWashington Dc-Baltimore Area, United States
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TC
Tom Cusick, Cfp®
Colleague at The Kelly Group- Financial Planning And Wealth ManagementHarford County, Maryland, United States
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BE
Bryan E. Kelly
Colleague at The Kelly Group- Financial Planning And Wealth ManagementHarford County, Maryland, United States
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JH
Jordan Heaps, Cfp®
Colleague at The Kelly Group- Financial Planning And Wealth ManagementBelcamp, Maryland, United States
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Emily Smith education
Bachelors Of Science In Business Administration, Finance, Accounting (Minor)
High School Diploma
Frequently asked questions about Emily Smith
Quick answers generated from the profile data available on this page.
What company does Emily Smith work for?
Emily Smith works for The Kelly Group- Financial Planning and Wealth Management.
What is Emily Smith's role at The Kelly Group- Financial Planning and Wealth Management?
Emily Smith is listed as Financial Planning Associate at The Kelly Group- Financial Planning and Wealth Management.
Where is Emily Smith based?
Emily Smith is based in Darlington, Maryland, United States while working with The Kelly Group- Financial Planning and Wealth Management.
What companies has Emily Smith worked for?
Emily Smith has worked for The Kelly Group- Financial Planning And Wealth Management, Johnson & Johnson, The Kelly Group- Financial Planning And Wealth Management Services, Self-Employed, and Bomboy'S Homemade Candy And Ice Cream.
Who are Emily Smith's colleagues at The Kelly Group- Financial Planning and Wealth Management?
Emily Smith's colleagues at The Kelly Group- Financial Planning and Wealth Management include Candace Clipper, Carrie Anderson, Ces™, Jacob Adkins, Cfp®, Keron Smith, Mba, and Travis Rebar.
How can I contact Emily Smith?
You can use AeroLeads to view verified contact signals for Emily Smith at The Kelly Group- Financial Planning and Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Emily Smith attend?
Emily Smith holds Bachelors Of Science In Business Administration, Finance, Accounting (Minor) from La Salle University.
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