Wealth Planning Associate and U.S. ice dance medalist Emily (Samuelson) Dunford, CFP®, CRPC®, was featured as a guest commentator at the U.S. Figure Skating Championships 2019 in Detroit, MI this past weekend. She spoke on the Bridgestone Ice Desk alongside Nick McCarvel and fellow figure skaters Mirai Nagasu and Brooke Castile. Her Pairs and Free Dance commentary can be found on the official U.S Figure Skating Facebook page and YouTube channel.
Emily is a Wealth Planning Associate at the firm. Prior to joining Ballentine in 2018, Emily worked as a financial advisor with a wealth management team at Merrill Lynch where she focused on developing customized wealth management plans and helping clients achieve their goals and objectives. There she earned the CERTIFIED FINANICAL PLANNER™ certification and the Chartered Retirement Planning Counselor℠ designation to gain broader knowledge in order to better serve clients. Before entering the financial services industry, Emily was an ice dancer whose skating career culminated with competing on behalf of the United States of America in two World Championships and, ultimately, the 2010 Winter Olympic Games. She graduated with highest distinction from the University of Michigan, earning a Bachelor of Arts in International Studies with a concentration in Political Economy and Development. Learn more about Emily Dunford.