Emily joined Dowling & Yahnke Wealth Advisors in 2020. As an Executive Assistant, she provides administrative assistance for Will Beamer. Prior to joining the Firm, Emily was a Secretary and Client Service Executive for two large, stock exchange-listed firms based in London. For over five years, she specialized in supporting clients with specific interests in ethical and sustainable investments.
Emily was born in Washington, D.C. and moved to England when she was eight years old. She recently moved to Carlsbad where she now resides with her husband. She is looking forward to finding local community organizations to support. In her spare time, Emily enjoys CrossFit, running, and everything in between.
What inspired you to work in the financial industry?
I’ve always had a personal interest in all aspects of finance – from planning to investing. I started working at a large financial services firm in Bristol, England, which exposed me to all aspects of financial services. I felt like there was always something new to learn and that is still the case now. Working in an ever-evolving industry makes it interesting.
Why did you join Dowling & Yahnke?
I moved to San Diego in pursuit of a role in which I could surround myself with passionate people within a company that puts its clients’ interests first. After joining the D&Y team, I quickly discovered that everything we do is rooted in doing what is right for our clients.
What is your favorite vacation spot?
I can’t say I visit for the weather, but my favorite vacation spot is England. Visiting my family is very important to me.
I am happiest when…
I get outdoors to enjoy a long walk – preferably with an ice-cream stop along the way.