Emily A. Drake, CFP®, AEP®

Managing Director, Chief Experience Officer

Emily Drake is a financial services professional with more than 30 years of experience in personal financial management. As an advisor, Emily offers comprehensive financial planning and investment services that are tailored for the uniquely individual needs of each client. Emily is known, not only for her in-depth financial knowledge, but also for her empathy for the emotional aspects of financial decision-making, especially in times of challenging transition.

In 2017, Emily was recognized by the YWCA Greater Cleveland as a Woman of Achievement for her commitment to empowering women, especially around their finances. Prior to joining the team in 2000, Emily held leadership positions at McDonald Trust Company and Ameritrust National Bank in Cleveland. Her career began in New York City with two Wall Street firms — Donaldson, Lufkin, Jenrette, and Drexel Burnham Lambert.

Emily holds a B.S. from Grand Valley State University and is a graduate of the National Trust Graduate School of Northwestern University. She earned her Certified Financial Planner™ (CFP®) designation from the College of Financial Planning. Emily is Chairperson of The Benjamin Rose Institute and serves as a board member of the Saint Luke’s Foundation and the Union Club. Emily is also a member of the Cleveland Estate Planning Council and serves on the Planned Giving Council to the Cleveland Museum of Art.

A resident of Cleveland Heights, Emily enjoys spending time outdoors and staying active through hiking, skiing and diving.

Emily Drake