CEO, Financial Planner
As a financial advisor, Emily’s primary role is to act as a trusted advisor and primary point of contact for the families, individuals, and non-profit organizations she serves. Her role transcends the traditional duties of an investment advisor or planner; she is committed to serving as a Chief Financial Officer, dedicated to the financial well-being of all the valued clients.
Emily takes a holistic look at each individual’s financial picture, rather than viewing areas in silos. The opportunity to help others plan for significant life events, whether retirement, selling a business, or generational wealth planning, and then seeing them achieve their dreams is unparalleled. One of her primary passions is to help educate female investors and empower them to control their finances. Nothing gives her more fulfillment than helping a family plan the road map for their financial future or offering a business owner peace of mind.
Emily is proud to have been selected as one of 2023 Forbes Top Next-Gen Wealth Advisors, 2024 Top Next-Gen Wealth Advisors Best-in-State, and 2025 Top Women Wealth Advisors Best-in-State.
Professional Designations, Certifications, Registrations, and Licenses
Professional Memberships
Education
To uplift with positivity
Mind Gym, by Gary Mack, The Help, by Kathryn Stockett
Shubies - Marblehead, MA
“Champions are made in the off season.” – Nick Saban
Running along the coastline
Anywhere with a beach
*Emily Promise is proud to have been recognized as a Chairman’s Level advisor for 2025 — a distinction based on annual production that places her among the top 3 percent of advisors affiliated with Commonwealth Financial Network.
**Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
***As of December 31, 2024
2024 Forbes Top Next-Gen Wealth Advisors Best-in-State, created by SHOOK Research. Presented in Aug 2023; based on data gathered over a 12-month period as of 03/31/24. 4081 Advisors were considered, 1621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 Forbes Top Next-Gen Wealth Advisors created by SHOOK Research. Presented in Aug 2023 based on data gathered from March 2022 to March 2023. 3738 Advisors were considered, 1464 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
